Thomas J Gilmour

US Patent:

20220261885, Aug 18, 2022

Filed:

May 5, 2022

Appl. No.:

17/737249

Inventors:

- Milwaukee WI, US
Benjamin Michael Bartholomew - Jersey City NJ, US
Stephany Yerger Kirkpatrick - Los Angeles CA, US
Thomas Richard Gilmour - Edison NJ, US

International Classification:

G06Q 40/00

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.

US Patent:

20160247222, Aug 25, 2016

Filed:

Feb 17, 2016

Appl. No.:

15/046402

Inventors:

- New York NY, US
Benjamin Michael Bartholomew - Jersey City NJ, US
Stephany Yerger Kirkpatrick - Los Angeles CA, US
Thomas Richard Gilmour - Edison NJ, US

International Classification:

G06Q 40/00

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.