METHODS, SYSTEMS AND INTERFACES FOR INTEGRATING GOALS AND FINANCES

摘要

Disclosed is an inventive method for integrating a user's financial goals with the user's financial situation. A user financial database representing the financial situation of the user is created. Next, a user goal database is created defining at least one particular user goal. Preferably, the user goal database is suitable for storing a plurality of user goals of a various nature, such as financial goals, non-financial goals, and mixed goals. Finally, the data from both the user financial database and the user goal database is integrated to determine a goal accomplishment forecast.