Formation of a Financial Life Story

摘要

A method implemented on an electronic computing device for creating a financial story for an individual includes receiving information regarding finances for the individual, obtaining information comprising biographical information for the individual and obtaining information regarding future goals for the individual. The received and obtained information is used to create the financial story for the individual. The financial story includes a timeline that shows past and future life and financial events for the individual. At least some of the future life and financial events for the individual on the timeline are automatically generated using heuristics.