| 摘要 |
A personal financial planning system and a method the same are provided to process changes of a life plans and correct target money repeatedly for a customer who opens a personal financial planning account, thereby aiding the customer to reach the target money. A personal financial planning system and a method the same comprise the following units. A storing unit(1950) stores information about personal financial planning account. An account operating unit(1905) operates the personal financial planning account. An account confirming unit(1910) confirms an actual achievement amount of the personal financial planning account at a current point. An information confirming unit(1920) confirms information about the target achievement amount at a current point. An amount confirming unit(1945) confirms amount difference between the actual achievement amount and the target achievement amount of the personal financial planning account. |
