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PROVIDING GOAL-BASED FINANCIAL PLANNING VIA COMPUTER

  • US 20060074788A1
  • Filed: 10/13/2005
  • Published: 04/06/2006
  • Est. Priority Date: 08/03/2004
  • Status: Abandoned Application
First Claim
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1. A method of providing financial planning advice to an advisee via a computer, comprising the steps of:

  • (a) receiving current information of the advisee, the current information comprising, (i) data indicative of a current financial situation of the advisee including assets of the advisee, and (ii) data indicative of a currently intended future life event of the advisee;

    (b) determining a future financial obligation of the advisee that is representative of the intended future life event of the advisee;

    (c) determining a rate of return on investment that is required in order for the advisee to meet the future financial obligation based on the advisee'"'"'s current financial situation; and

    (d) providing to the advisee a recommended asset allocation and an indication of the probability that the future financial obligation will be met based on the advisee'"'"'s current financial situation and the recommended asset allocation.

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