Abstract: A system and method facilitating financial advice delivery by linking product and service recommendations to objective financial advice. A generic abstraction of all strategic and tactical financial goal setting, analysis, funding and tracking elements into a set of distinct conceptual building blocks, which, in combination, provide a comprehensive representation of all aspects of balance sheet, income statement, cash flow and insurance planning and analysis. A proprietary Rule Builder Workstation governs all aspects of Wealth Management applications including business/financial advice logic, constants and user interface elements. Business rules controlling content, advice, and presentation format across multiple employee and customer facing applications are written and modified in an environment that enables business usurers to dynamically add or update rules without a new release of the software.