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LIFE ELEMENT GUIDING AND FINANCIAL PLANNING SYSTEM

  • US 20140310142A1
  • Filed: 11/04/2011
  • Published: 10/16/2014
  • Est. Priority Date: 11/04/2011
  • Status: Abandoned Application
First Claim
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1. A life-components oriented financial planning system comprising:

  • a timeline planning interface module for generating a timeline planning interface comprising a plurality of histograms representing life components of a planning target, wherein the timeline planning interface represents a life road of the planning target, and the life components refer to people and events in financial association with a person that occur during the lifetime of the planning target;

    a projection generation module comprising projection generation formulae for calculating projection data, wherein the entirety of the projection data forms a projection set of the life road;

    a financial destiny chart module used for creating financial destiny charts from projection data in the projection set and performing status analysis and/or projection analysis, wherein the financial destiny charts comprise life financial statements and financial relationships charts; and

    wherein each life component comprises eight projections divided into two groups, “

    value on living”

    group and “

    available at death”

    group, each of which comprises income, expenses, assets and liabilities, the timeline planning interface is displayed in a life component mode or a projection mode, and the position and length of the histogram represent a value of a corresponding life component; and

    the life road of the planning target comprises life components;

    life components are grouped together by financial modules and are formed from projections;

    details of the projection comprise items; and

    the entire financial life of the planning target is structurally divided into four categories;

    the life road, the life component, the projection and the item.

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