Patent №
US 8,635,101
Granted
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Owner
—
Lab
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AI components
3
kr · planning · hardware
Assignment
None on record
Dataset
AIPD
2023_r1 edition
Application
12219386
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.