US Patent 7818233 User interface for a financial modeling system

The present invention is a graphical user interface within the context of a financial planning and management system and method. The model consists of a user intention modeling module and an investment planning module. The graphical user interface displays a model and many of its related characteristics simultaneously and allows the user to interactively manipulate the model by selecting various function and mode icons. Furthermore, the user may accesses both a live advisor and an automated coach through the graphical user interface by selecting one of several communication icons.