Apparatus and method for exposing, evaluating and re-balancing risk for decision-making in financial planning
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United States of America Patent
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Jan 27, 2004
Issued Date -
N/A
app pub date -
Dec 10, 1998
filing date -
Jan 7, 1997
priority date (Note) -
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Abstract
A dynamic, user-friendly financial and illustration system for evaluating, exposing and re-balancing, to the user's appropriate risk tolerance, the inherent risk in such financial planning areas as retirement, insurance, estate decision-making and targeted financial goal funding, e.g., college education, long-term care decisions, etc. This system provides a basis for both calculating and visualizing the elements of risk, and the re-balancing of that risk in accordance with the user's risk tolerance, in any financial decision when the underlying elements of risk are known and can be inputted or computed.
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