摘要 |
A method, system, and machine-readable medium with instructions for performing the method configured to meet a financial goal. The method includes accepting user information, estimating a target volatility of the user, preparing an investment plan based on the user information and the target volatility, and providing the investment plan to the user. The target volatility may be determined using a revealed risk tolerance based on behavioral analytics. The method may also include preparing and presenting an insurance plan to protect human capital of the user and pooling buying power of the user with additional parties to realize discounts on goods and services. The system includes a computer for executing instructions to perform the method and communicating with the user. |