Discover our goals-based investing strategy using the GDX360 process
With Wealthcare, your advisor can put your best interests first. By following our GDX360 process, you and your advisor work together to list your life goals, and then prioritize (trade-off) which goals really mean the most to you.
The result: an investment strategy that’s designed to support you reaching your goals. Goals first, then investments.
Comfort Zone® evaluates your financial resources alongside your goals—now and into the future
Then, it simulates 1,000 lifetimes and market scenarios, generating a score that reflects the percentage of times those goals would be met or surpassed. More than a number, your Comfort Zone score reflects how confident and comfortable you can be in your financial future.