LIVING WELL, INVESTING WELL, THE WEALTHCARE WAY
As an investor, you have financial goals; as an individual, you have a vision of a life well-lived. Far too often, investing is completely disconnected from your life goals. At Wealthcare, we strive to keep them in balance.
We believe in investing well and living well. Your Wealthcare Direct team will use our patented goals-based GDX360® process which synchronizes financial planning, investment strategies, and advice, empowering you to make better decisions to help reach your life goals.
Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
We accomplish this by helping you understand and identify your most important life goals. And then we align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.
At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.
With our goals-driven investing approach, you will:
- Have your personal goals in complete alignment with your investments.
- Always know where you stand and we’ll present your progress reports in “plain” English.
- Have confidence in your ability to reach your goals, independent of market fluctuations and changing life circumstances.
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
MOST IMPORTANTLY, THE WEALTHCARE PROCESS IS YOU- DRIVEN. NOT MARKET DRIVEN. IT’S POWERFULLY SIMPLE. IT’S REFRESHINGLY CLEAR.
And it all STARTS WITH A GREAT CONVERSATION
A conversation that helps you to visualize your most important life goals
Do you like to travel? How will you pay for your children’s education? What exactly does “comfortable” retirement look like to you? You’ll cover these topics — and more — during our initial conversation.
We’ll use this conversation as a launching pad for creating your financial life plan. My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you define your life goals, and most importantly, will guide you toward achieving them.
But this is just a beginning. Wealthcare’s financial plan is not a “set it and forget it” tool. It’s a dynamic financial guidance system that evolves as your circumstances and financial markets change. I will continually monitor your plan against your changing life events and your investment portfolio, keeping the two in sync. Our software runs sophisticated market simulations, designed to monitor, measure and track your progress and report back to you with clarity.
Your Comfort Zone®
You will have confidence in your financial life plan because I will be constantly performing analytics in an effort to ensure your success. At Wealthcare, we call this being in the Comfort Zone. The Comfort Zone measures the probability of reaching your financial goals. And it also alerts you if you veer off course.
John & Ann's Confidence Level is 85%
Click on a goal to see more
This chart is for illustrative purposes only.
Stay on Course
The Wealthcare process is YOU-driven, not market-driven. As your circumstances, goals and priorities change, I will work with you to make appropriate adjustments. Whatever life events come your way — from expanding your family to buying a vacation home — I will monitor and measure each event against its financial impact on your plan.
Enjoy a Fulfilling Life Now
At Wealthcare, we don’t believe you should make unnecessary sacrifices in life, or take unnecessary risk.
What if you could: Spend more. Save less. Retire earlier. Or take less investment risk?
With the Wealthcare advising process we can explore these possibilities. When your plan is inside the Comfort Zone, you can be confident you will arrive at your desired financial destination. Our singular purpose is to help you make the most of your life.
- The Wealthcare process addresses your financial needs AND your dreams
- It shows how to make smart trade-offs among your different and often competing priorities
- It helps you achieve a unique personal balance
Learn More About Wealthcare
Wealthcare Direct - Intro Flyer
Living well...investing well... In the Wealthcare Direct process, it’s all one and the same.Learn More
Comfort Zone Brochure
Central to the Wealthcare GDX360 process is the Comfort Zone®, produced by our patented financial planning technology.Learn More
Discover what you can expect from the Wealthcare process.Learn More
It All Starts with a Great Conversation
A conversation that helps you visualize your most important goals and helps your advisor create a life plan for achieving those goals.Learn More
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