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Systems and methods for financial plan benchmarking

  • US 7,895,102 B1
  • Filed: 02/29/2008
  • Issued: 02/22/2011
  • Est. Priority Date: 02/29/2008
  • Status: Active Grant
First Claim
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1. A financial planning method, comprising:

  • receiving at a financial planning engine of an institution system a plurality of financial goals from a user via an email or a website;

    receiving at the financial planning engine from the user a plurality of user-specified financial goal attainment probability inputs, each probability input associated with a different one of the financial goals;

    generating using the financial planning engine a financial plan based on the financial goals and the user-specified financial goal attainment probability inputs, the financial plan comprising a plurality of financial budgeting recommendations to attain each of the financial goals with the associated user-specified financial goal attainment probability inputs; and

    providing the financial plan to the user.

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