Abstract: Financial assessment systems, methods and graphical user interfaces are described. Financial information for an individual is received and integrated in a financial plan. A synopsis view of the financial plan is graphically presented. The synopsis view of the financial plan may include one or more financial recommendations for the individual. The recommendations and the synopsis view may be updated in real-time in response to a change in the financial information. The recommendations and the synopsis view may be used by the individual who is the subject of the financial plan or may be used by financial advisors. Other embodiments may be described and claimed.

Abstract: A method of planning for an education with the assistance of a single source includes a user communicating with the single source for planning for multiple financial needs for an education, determining various insurance protection plans which are provided by the single source, selecting financing options for the education which are provided by the single source, obtaining spending tools which are provided by the single source, and procuring communications tools which are provided by the single source.

Abstract: A user may obtain self-service financial planning. A comprehensive set of data pertaining to a user is gathered from various sources and analyzed to generate a financial plan. A user may be presented with various financial scenarios based on information provided by the user. The user may perform “what if” analyses to determine prospective financial plans and results based on hypothetical information that the user may provide. A user may be provided with a financial plan and the user may see how the plan changes under various risk tolerances and life event scenarios.

Abstract: Aggregation processes and systems acquire user data from many internal and external sources, such as a host financial institution, external institutions, and publicly available websites and databases. The data aggregation may be used to pre-populate the fields in a questionnaire that would otherwise have to be manually populated by the user. A financial plan based on the data is generated and provided to the user. After presenting the financial plan to the user, additional information may be requested from the user. After the additional information is received, the financial plan may be revised and provided to the user.

Abstract: Financial assessment systems, methods and graphical user interfaces are described. Financial information for an individual is received and integrated in a financial plan. A synopsis view of the financial plan is graphically presented. The synopsis view of the financial plan may include one or more financial recommendations for the individual. The recommendations and the synopsis view may be updated in real-time in response to a change in the financial information. The recommendations and the synopsis view may be used by the individual who is the subject of the financial plan or may be used by financial advisors. Other embodiments may be described and claimed.

Abstract: A comprehensive set of data pertaining to a user is gathered from various sources and analyzed. A financial plan is generated and provided to the user. The user may set financial goals and monitor progress towards achieving the goals, and may set and monitor probabilities of success of achieving the goals. The financial plan may take into account the financial goals and probabilities of success, and may be revised to reflect changes in the financial goals and probabilities of success. In an implementation, a user may be provided with information pertaining to how their finances, financial plan, goals, and probabilities of success compare to a selected population group.

Abstract: A method of planning for an education with the assistance of a single source includes a user communicating with the single source for planning for multiple financial needs for an education, determining various insurance protection plans which are provided by the single source, selecting financing options for the education which are provided by the single source, obtaining spending tools which are provided by the single source, and procuring communications tools which are provided by the single source.