Patents by Inventor Benjamin Michael Bartholomew

Benjamin Michael Bartholomew has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • FINANCIAL PLANNING ENGINE
    Publication number: 20220261885
    Abstract: A system and a method are disclosed for generating financial goal packages. Personal and financial information is received from a user. Multiple budgeting strategies are generated based on the received personal and financial information. The budgeting strategies specify an amount of money to be saved by the user every set time period. A selection of a budgeting strategy is received from the user. Multiple goal packages specifying an allocation for the money saved by the user are generated. The multiple goal packages are scored based on the selected budgeting strategy. A goal package is selected based on the scores of each of the goal packages. The selected goal package is displayed to the user via a graphical user interface.
    Type: Application
    Filed: May 5, 2022
    Publication date: August 18, 2022
    Inventors: Audrey Ji-eun Kim, Benjamin Michael Bartholomew, Stephany Yerger Kirkpatrick, Thomas Richard Gilmour
  • Financial planning engine
    Patent number: 11348168
    Abstract: A system and a method are disclosed for generating financial goal packages. Personal and financial information is received from a user. Multiple budgeting strategies are generated based on the received personal and financial information. The budgeting strategies specify an amount of money to be saved by the user every set time period. A selection of a budgeting strategy is received from the user. Multiple goal packages specifying an allocation for the money saved by the user are generated. The multiple goal packages are scored based on the selected budgeting strategy. A goal package is selected based on the scores of each of the goal packages. The selected goal package is displayed to the user via a graphical user interface.
    Type: Grant
    Filed: February 17, 2016
    Date of Patent: May 31, 2022
    Assignee: The Northwestern Mutual Life Insurance Company
    Inventors: Audrey Ji-eun Kim, Benjamin Michael Bartholomew, Stephany Yerger Kirkpatrick, Thomas Richard Gilmour
  • FINANCIAL PLANNING ENGINE
    Publication number: 20160247222
    Abstract: A system and a method are disclosed for generating financial goal packages. Personal and financial information is received from a user. Multiple budgeting strategies are generated based on the received personal and financial information. The budgeting strategies specify an amount of money to be saved by the user every set time period. A selection of a budgeting strategy is received from the user. Multiple goal packages specifying an allocation for the money saved by the user are generated. The multiple goal packages are scored based on the selected budgeting strategy. A goal package is selected based on the scores of each of the goal packages. The selected goal package is displayed to the user via a graphical user interface.
    Type: Application
    Filed: February 17, 2016
    Publication date: August 25, 2016
    Inventors: Audrey Ji-eun Kim, Benjamin Michael Bartholomew, Stephany Yerger Kirkpatrick, Thomas Richard Gilmour