Envisioning a clear path to reaching our goals can be daunting. Wealthcare’s patented Comfort Zone® is a stunning virtual display that provides a tangible roadmap that maps and tracks a client’s life goals and dreams against their assets and investments.
With Comfort Zone at the center of the overall planning process, advisors rewrite the rules around traditional client relationships, fostering confidence and trust that is immeasurable and leads to real results.
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As your client’s life goals and circumstances change, their personalized comfort zone will too.
These represent what they want, “Ideal,” compared to what they’ll accept, “Acceptable.”
GDX360’s process simulates 1,000 lifetimes under various market conditions to find a plan with a Comfort Score that ranges from 75-to 90, a “sweet spot” range that shows a client is on track toward their goals.
This view shows clients who have fallen out of their Comfort Zone, making it easy to prioritize conversations.
When reviewing a client’s plan, you’ll also see ideas to consider if actions are needed to help clients get back into their Comfort Zone.
With GDX360 and the Comfort Zone approach, you’ll provide clients with a meaningful, powerful experience that resonates beyond their assets and focuses on their dreams for the future.
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