Invention Grant
US08635101B2 Apparatus and method for a financial planning faith-based rules database
有权
基于财务规划信仰的规则数据库的设备和方法
- Patent Title: Apparatus and method for a financial planning faith-based rules database
- Patent Title (中): 基于财务规划信仰的规则数据库的设备和方法
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Application No.: US12219386Application Date: 2008-07-21
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Publication No.: US08635101B2Publication Date: 2014-01-21
- Inventor: Daphne A. Wright
- Applicant: Daphne A. Wright
- Agency: Doster Greene, LLC
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
A method for providing financial management and planning in an electronic device according to various exemplary embodiments can include using a faith-based rules database to determine a financial and life purposed plan for a user; draft a vision statement for the user based on the financial and life purposed plan; establish personal goals and priorities based on the vision statement for the user; compile financial statement and reports for the user based on financial data of the user; generate a stewardship evaluation report that provides an analysis of management of finances by the user based on faith-based financial management rules and the purposed plan; develop financial plans for the user based on results of the stewardship evaluation report; prepare a spending and savings plan for the user to facilitate the financial plans; and iteratively monitoring and revising the steps of determining, drafting, establishing, compiling, generating, developing and preparing financial plans.
Public/Granted literature
- US20090106136A1 Apparatus and method for a financial planning faith-based rules database Public/Granted day:2009-04-23
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