Goal planning system and method

A method of identifying and prioritizing goals for retirement, the system comprising:

• obtaining by a computer a list of goals from a user to create a first list;
• providing by a computer a list of pre-selected goals to the user;
• obtaining by a computer the user's preferred goals from the list of pre-selected goals to create a second list;
• combining by a computer the first list and the second list into a combined list;
• prioritizing by a computer the goals on the combined list based on the user's preferences;
• proposing by a computer a first question to the user;
• recording by a computer the user's response to the first question;
• proposing by a computer a second question to the user;
• recording by a computer the user's response to the second question;
• proposing by a computer a third question to the user;
• recording by a computer the user's response to the third question;
• reprioritizing by a computer the goals on the combined list based on the user's preferences.

A method of identifying and prioritizing goals for retirement, the system comprising:

• recording a list of goals from a user to create a first list;
• providing a list of pre-selected goals to the user;
• recording the user's preferred goals from the list of pre-selected goals to create a second list;
• combining the first list and the second list into a combined list;
• prioritizing the goals on the combined list based on the user's preferences;
• proposing a first question to the user;
• recording the user's response to the first question;
• and
• reprioritizing the goals on the combined list based on the user's preferences.

A computer-readable storage medium having computer-readable code for identifying and prioritizing goals for retirement stored therein, the computer-readable code comprising:

• computer-usable program code for obtaining a first list of goals from a user;
• computer-usable program code for providing a second list of goals to the user;
• computer-usable program code for allowing a user to combine at least parts of the first and second lists of goals;
• computer-usable program code for storing the combined first list and second list of goals as a third list of goals;
• computer-usable program code for allowing the user to organize the third list of goals by the user's preference;
• computer-usable program code for storing the organized third list;
• computer-usable program code for displaying at least one question to the user;
• and
• computer-usable program code for allowing the user to reorganize the third list of goals after displaying the at least one question.