Why Goals-Based Planning

Life Goals

Our financial planning process recognizes what matters most to you: your life goals and how to prioritize them

 

At Wealthcare, we believe that financial planning must go beyond traditional tactics. And to go beyond, your conversation with an advisor should uncover an often missing piece: how you prioritize your life goals.

Your life, your plan, your choices.

We can empower you to focus on your life goals, including financial goals

We can empower you to focus on your life goals, including financial goals

Our planning concept looks beyond financial goals like buying a house or retirement to other goals you feel are important.

Maybe you really want to spend more time with family, or pursue charitable interests. These are life goals, that which many people (like Dwayne Johnson in this Apple commercial for Siri) find rewarding.

We can work with you to uncover what matter most to you, and walk through a trade-off exercise to prioritize your goals.

Don’t accept less. It’s your life. Live it.

 

 

 

 

(Image courtesy of Apple.)

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

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