Abstract: A system and method for providing a secure electronic transactionable multimedia financial planning statement to a financial plan holder, in which financial goals are obtained, financial holdings of the plan holder are analyzed, and the financial statement is provided to the plan holder. The financial statement includes a summary of financial information with an analysis of the financial holdings, an identification of weaknesses in the financial holdings, and suggestions to the financial plan holder to remedy the weaknesses in the financial holdings. Moreover, a transaction option is provided in the electronic financial statement, which enables the plan holder to execute one or more transactions. A multi-media interpretation is provided within the statement to provide the financial plan holder with training, guidance, and to answer questions submitted by the plan holder.

Abstract: A system and method for providing a secure electronic transactionable multimedia financial planning statement to a financial plan holder, in which financial goals are obtained, financial holdings of the plan holder are analyzed, and the financial statement is provided to the plan holder. The financial statement includes a summary of financial information with an analysis of the financial holdings, an identification of weaknesses in the financial holdings, and suggestions to the financial plan holder to remedy the weaknesses in the financial holdings. Moreover, a transaction option is provided in the electronic financial statement, which enables the plan holder to execute one or more transactions. A multi-media interpretation is provided within the statement to provide the financial plan holder with training, guidance, and to answer questions submitted by the plan holder.