Michael Lyle Duncan

US Patent:

20130157243, Jun 20, 2013

Filed:

Nov 30, 2012

Appl. No.:

13/690854

Inventors:

United Capital Financial Advisers, LLC - Newport Beach CA, US
Michael S. Duncan - Bronxville NY, US
Mark A. Ciucci - Wolverine Lake MI, US
Leslie G. Dunham - Irvine CA, US

Assignee:

United Capital Financial Advisers, LLC - Newport Beach CA

International Classification:

G09B 3/00

US Classification:

434322

Abstract:

According to the invention, a system for receiving input from a user or users, the input indicating the relative priorities of different concerns is disclosed. The system may include at least two interfaces. The first interface may display a plurality of categories of concerns and receive a selection of one of the categories and then display a plurality of concerns associated with the selected category. Selection and prioritization of these concerns may be received for each category. A second interface may display the top priority concern of each category and allow selection from these top priority concerns an overall top priority concern. The second interface may allow the user to then select a second overall top priority concern from the remaining top priority concern of each category. The process may repeat to produce an overall priority of any number of concerns across all categories.