| 摘要 |
A life-components oriented financial planning system comprises a timeline planning interface module for generating an interface comprising a plurality of histograms representing a planning target's “life components”; a projection generation module comprising projection generation formulae, wherein the entire projection data form the projection set of a “life road”; a financial destiny chart module for creating financial destiny charts from projection data in projection sets. Each life component comprises four kinds of “projections”, income, expenses, assets and liabilities. The position and length of the histogram represent values of a corresponding life component. The planning target's life road comprises life components; life components are grouped by financial modules and formed from projections; the projection comprises items. The present invention can strengthen trust in the planning process, making a planning target input more personal data to plan for himself or herself. The status the system simulates becomes clearer as more information is provided. |
