| 摘要 |
Disclosed is an inventive computer system for integrating a user's financial goals with the user's financial situation. The computer system includes a server computer, a remote computer, and a communications medium. The server computer acts as the user's primary computer for performing financial analysis, goal forecasting, and goal strategizing. Included in the server computer is a user financial database, which is representative of the user's financial situation, and user goal databases, which defines at least one particular user goal. Preferably, the user goal database is suitable for storing a plurality of user goals of a various nature, such as financial goals, non-financial goals, and mixed goals. In addition, the server computer includes an executable forecasting process for integrating data from both the user financial database and the user goal database to determine a goal accomplishment forecast for the user. Moreover, the server computer includes an executable server update process operable to communicate with a remote source to receive data intended to alter a user financial database, a user goal database, or a goal accomplishment forecast. |
