Someone once told me – “You care more about my money than I do!” Although no one will ever care about your money more than you do, I do care deeply about helping my clients achieve financial freedom. My job is understanding what that looks like for you, and then helping you get there. Planning for a secure retirement is a great starting point, but for many, that is just one of the goals.
Financial Goals. They all have a different number of commas and zeros – but everyone I’ve ever met has them. They are as unique and varied as the people to whom they belong. Your goals could be paying for college, starting a business, retiring, taking a dream trip, or leaving a legacy for your children. What’s consistent is the process that leads to success. Winning with money takes expertise, intentional planning, commitment and accountability. Along the way, we monitor our progress, and we pivot and adjust the plan as life changes. We will take the journey together.
Let’s start with a conversation. A conversation about your life and your money. To create a winning plan, I’ll develop a deep understanding of your values, your appetite for risk – and your specific goals. We’ll assess your resources and timeline to meet the goals. Next, I’ll work with my team of CFP’s to create a specific financial plan for you, and our investment managers will recommend an investment strategy which will be tailored for you. This custom plan is designed to comfortably fund all of your goals while taking the least amount of risk possible. Next, we will meet and discuss the plan – and when you’re comfortable – we will implement our strategy.
Ultimately, it is my job to care more about your money than you do. That is a promise that’s easy for me to keep, because this is what I love. They say if you find what you truly love to do, you’ll never work a day in your life. I’m ready, let’s start our journey today!
My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you explore your highest aspirations and imagine the life you may have never thought possible before. And together, we’ll create your personal “Financial Strategies” plan.
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Client Relationship Summary.
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:
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.
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.
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.
This chart is for illustrative purposes only.
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.
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.
A conversation that helps you visualize your most important goals and helps your advisor create a life plan for achieving those goals.Learn More