Wealthcare’s patented Comfort Zone offers your clients a stunning visual display of how they’re progressing toward their goals. This powerful experience illustrates your client’s goals, dreams, assets, and investments. As your client’s life goals and circumstances change, so too will their personalized Comfort Zone.
Goals are not fixed data points. With this in mind, GDX360 is designed to capture each client’s life goals, assets, risk profile and investment choices.
It enables clients to define “Ideal” and “Acceptable” levels for their goals. These represent what they want, “Ideal”, compared to what they’ll accept, “Acceptable”.
Comfort Zone gives each client an interactive, visual representation of how they’re tracking toward the goals they’ve established.
Comfort Zone is a powerful, visually-appealing illustration that shows the likelihood of a client exceeding their life goals. It also produces a different conversation with clients…one that looks ahead at pursuing goals.
It doesn’t do what most advisors and clients are used to doing: looking through the rear-view mirror at investment performance.
GDX360’s process simulates 1,000 lifetimes under a variety of market conditions to find a plan with a Comfort Score that ranges from 75-90.
Why this range?
That’s what we’ve found to be the sweet spot. It’s the range (Comfort Zone) that we believe shows that your client is on track toward their life goals. Outside the Comfort Zone, your client may be sacrificing their current lifestyle, or they may be underfunded with respect to their goals.
With our GDX360 platform, you can see all of your clients and their respective Comfort Numbers at-a-glance.
You can prioritize who to call, and what to discuss.
And when reviewing a client’s plan, you’ll also see ideas to consider if actions are needed help clients get back into their Comfort Zone.
Just as the financial markets change, so do a client’s circumstances and goals. When this happens, you can help clients make appropriate adjustments to get back within their Comfort Zone. Our Goals Exchange helps you ensure that a client’s investments and the life goals are in alignment.
It creates perpetual opportunities for advisors to demonstrate greater value, while reassuring clients that their future goals are in good hands.
Isn’t that how it’s supposed to be?