Abstract: A virtual, interactive coach that operates through a graphical user interface of a computing device and associated computing system. This includes presenting interactive questions to the user that acquire input about the user's profile data, financial data, financial goals, and other relevant information. The system identifies the most relevant questions and action items to present to each user using an artificially intelligent algorithm.

Abstract: The present invention includes methods and systems for providing a personalized financial education curriculum to an individual or an organization with employees. In some embodiments, the invention also includes systems and methods for generating financial wellness reports regarding the relative financial wellness of an individual or an organization as a whole, based upon one or more financial wellness assessments.

Abstract: The present invention is directed to methods and systems for producing educational material on a specific topic of interest. More specifically, the invention relates to an automated platform for providing specific financial information, through a graphic user interface, responsive to an end user's query. The invention is operative to generate financial wellness assessments and education plans personalized for individuals. The invention also includes systems and methods for aggregating and analyzing responses of a plurality of associated users to generate financial wellness assessment reports for associations (e.g., employers). Associations using this aggregated and analyzed data are therefore able to design an effective and impactful financial education program for their members.