Systems and methods for strategic financial independence planning

摘要

The present invention relates to financial planning and retirement planning systems, particularly to systems and methods for deriving and measuring the feasibility of a client's retirement across a diverse set of financial domains. Output is made available in a variety of formats suiting different client needs including views, formatted documents and document exports accessible on demand or schedule by external computing systems. The intention is to help clients take primary ownership with respect to issues related to their retirement readiness and improve strategic decision making under an experimental framework capable of deriving, comparing and optimizing a multitude of cases that simulate future uncertainty. The invention specifies a client-server and producer-consumer distributed architecture, decomposed and integrated into various data and functional layers. Modularity is one result of the architecture, enabling the invention to be deployed in various configurations.