The Goals Driven Experience

Comfort Zone

Why we think it’s important to stay in your Comfort Zone

Our Comfort Zone powers your wealth experience.

It’s a visually stunning illustration that tracks your progress toward attaining your life goals. Comfort Zone includes all of the goals that mean the most to you, not just retirement goals. It leads to a different conversation between you and your advisor.

What is the Comfort Zone?

What is the Comfort Zone?

Your personalized Comfort Zone is created through Monte Carlo analysis, which runs extensive simulations under a variety of market conditions to find a plan with a Comfort Score that ranges from 75-90.

Why this range, and not, say, a score of 100?

That’s what we’ve found to be the sweet spot. It’s the range (Comfort Zone) that we believe shows that you’re on track toward your life goals.

Outside the Comfort Zone, you may be sacrificing your current lifestyle, or you may be underfunded with respect to your goals.

It’s OK to stay in your (financial) Comfort Zone

It’s OK to stay in your (financial) Comfort Zone

Wealthcare’s patented Comfort Zone is about all of the goals that matter most to you, not just retirement goals.

Here’s something else: Comfort Zone leads to a different conversation between you and your advisor. It looks ahead (at your life goals), not at the rear view mirror (at investment performance).

After all, shouldn’t your life goals come first?

Connect with an Advisor

Expect more from an advisor. Demand a personalized experience.

Our advisors put you and your goals first, and act in your best interests. We think that’s how it should be.

WealthcareGDX®. Be a part of the experience.

Start a Conversation