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
  • Application No.: US12219386
    Application Date: 2008-07-21
  • Publication No.: US08635101B2
    Publication Date: 2014-01-21
  • Inventor: Daphne A. Wright
  • Applicant: Daphne A. Wright
  • Agency: Doster Greene, LLC
  • Main IPC: G06Q40/00
  • IPC: G06Q40/00
Apparatus and method for a financial planning faith-based rules database
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.
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