GRAPHICAL USER INTERFACE FOR PARTICIPANTS AND SERVICE REPRESENTATIVES IN A FINANCIAL PLANNING SYSTEM

A graphical user interface (GUI) for a financial planning system includes at least one planning engine in communication with a database storing participant profiles for a plurality of participants each having a respective financial account. A dashboard page displays, to an advisor, an account-snapshot widget, a recommended-estimated-income widget, and a current-estimated-income widget. The GUI is programmed to call the at least one planning engine to generate (i) recommended values for the at least one investment composition field and the savings-rate field, based on first values for a salary field, an expected-time-of-retirement field, and a participant goal field, and (ii) a first comparison, based on the recommended values for the at least one investment composition field and the savings-rate field and the first values for the expected-time-of-retirement field and the participant goal field.