Patent ID: 8751356

Claim:
A method of providing financial counseling, the method comprising: providing a computer having a processor and memory; obtaining, via the processor, business rules for analyzing financial data of an individual; generating, via the processor, a financial assessment including one or more recommendations, by analyzing the financial data using the business rules; generating, via the processor, a graphical representation of the financial assessment of the individual as a single view synopsis, wherein the graphical representation of the financial assessment is divided into a plurality of sections corresponding to different components of the financial assessment and wherein the one or more recommendations are associated with at least one of the different components of the financial assessment; graphically indicating, via the processor, within the graphical representation of the financial assessment, presence of the one or more recommendations for the at least one of the different components of the financial assessment, by visually highlighting with one or more visual indicators, at least one of the plurality of sections of the graphical representation corresponding to the at least one of the different components of the financial assessment; and updating, via the processor, the one or more recommendations in response to a change in the financial assessment.