Life changes. So do goals and priorities. Your Wealthcare plan will change right along with them. Your team will provide ongoing annual reviews, plan updates and Comfort Zone monitoring to help you keep your financial plan in alignment.
LIVING WELL, INVESTING WELL with Wealthcare Direct
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 you reach your life goals.
How It Works
Your Wealthcare Direct team will evaluate your life goals, investment strategy, assets, and other financial resources (today and in the future) and design a GDX360 plan to help you reach them
We will invest your money aligning your risk with your goals all while minimizing cost. We also look to use our household-level investing programs, which focus on reducing your taxes and trading costs.
ONGOING MONITORING & ADVICE:
Wealthcare’s GDX360 takes a modern approach to investing by creating a financial plan that aligns with your specific life goals. Whether that goal is retirement, education planning, starting a business, or milestone travel, GDX360 helps build a personalized financial plan with investment strategies to help them pursue their dreams.
The GDX360 process takes the investment strategy and performs a sophisticated “stress testing” process that simulates 1,000 lifetimes under various market conditions. The plan’s “confidence” or “comfort” is the percentage of the 1,000 simulations that met or exceeded your goals. We call this your Comfort Zone®.
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