Patent ID: 7996294
Filing Date: 2011-08-09
Classification: G06Q

Abstract:
1. A system for financial planning, the system comprising at least one subsystem for: communicating with a customer; providing at least one financial product, wherein the customer selects the at least one financial product; accessing a database and acquiring a first set of data collected from the customer during a previously performed financial planning service related to the at least one financial product; collecting a second set of data from the customer for use in the financial planning service related to the at least one financial product, whereby the second set of data is collected using a structured military information collection form which is dynamically modified based on the at least one financial product selected by the customer and the first set of data relating to the customer and the second set of data collected from the customer; generating a financial plan based on the selected financial product, the first set of data, and the second set of data; and providing the financial plan for the customer.