System and method for financial planning

Details System and method for financial planning System and method for financial planning

G - Physics

06

Q

G06Q 10/00 (2006.01) G06Q 30/00 (2006.01)

Patent

CA 2395472

A computer implemented tool used for financial analysis (10) which produces a plan to eliminate consumer debt and estimates values of needed saving levels and insurance based on certain economic assumptions and data regarding an individual consumer's current financial status (73). User of preferences are taken into account (12). Output is presented in a textual or graphical format that can be easily understood by customers (30). A third party administrator is used to free the customer from the time consuming act of check writing.

La présente invention concerne un outil informatisé utilisé pour l'analyse financière qui produit un plan en vue d'éliminer la dette à la consommation et effectue des estimations des valeurs des niveaux d'épargne nécessaires et d'assurance sur la base de certaines hypothèses économiques et de données concernant le statut financier actuel d'un consommateur individuel. On prend en ligne de compte les préférence d'utilisateurs. Le résultat est présenté dans un format textuel ou graphique qui permet une compréhension facile de la part des consommateurs. On utilise un tiers administrateur permettant de libérer le client de l'activité chronophage que constitue l'écriture de chèques.

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