Abstract
Reporters obtained the following quote from the background information supplied by the inventors:“Individuals often struggle to find the right balance of finan cial savings and investments with expenditures.Some individuals seek out advice from financial advisers to get personalized financial advice. However, someind ividuals may prefer to keep their financial situation private or may not have th e resources or opportunityto get personalized financial advice. Other individua ls apply generalized financial investment principlesand hope that it fits with their situation. However, these one-size-fits-all approaches may not make sensefor many individuals. Other individuals may find financial investing overwhelmin g and may prefer to carrya large balance in their checking account in order to make sure they always have enough money to covertheir expenses. These individua ls may appreciate more personalized insights on their financial situationthat i s discrete and readily accessible.
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