Invention Grant
- Patent Title: Systems and methods for generating a metric of financial status relative to a financial goal
- Patent Title (中): 生成相对于财务目标的财务状况指标的系统和方法
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Application No.: US12953388Application Date: 2010-11-23
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Publication No.: US08170943B2Publication Date: 2012-05-01
- Inventor: Richard P. Rojeck , Carlos Bazan
- Applicant: Richard P. Rojeck , Carlos Bazan
- Applicant Address: US CA Rancho Santa Fe
- Assignee: Richard P. Rojeck
- Current Assignee: Richard P. Rojeck
- Current Assignee Address: US CA Rancho Santa Fe
- Agency: Gordon Rees LLL
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
The present invention relates to, among other things, systems and methods for generating a metric of an entity's financial status relative to a financial goal. In generating the metric, the value of an entity's total assets is simulated over time based on data comprising historical rates of returns. In one embodiment, the present invention provides a computer system and method for generating a metric of an individual's probable present-day financial status relative to financial independence on a desired future date. In this embodiment, the metric is called a Financial Independence Score. The Financial Independence score is a single number that represents the individual's financial status relative to achieving financial independence by a desired date.
Public/Granted literature
- US20110106682A1 Systems and Methods for Generating a Metric of Financial Status Relative to a Financial Goal Public/Granted day:2011-05-05
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