Comfort Zone® evaluates your financial resources alongside your goals—now and into the future....Read More
Wealthcare is different from other firms. We start with what matters most to you – your life...Read More
We think it’s OK for you to be in your “financial” Comfort Zone. Here’s...Read More
A real-life scenario: A client comes to you and says, “I need to spend $500 per month for my kid’s sports. Can I?”
This not-at-all surprising CNBC article describes how youth sports are beating (up) the financial health of families. It says that using “buckets” is a good way to manage various goals. While we agree that investors benefit from planning, we believe it’s about *tradeoffs*, not buckets. Our thoughts…
Wealthcare, a wealth management innovation company, today announced that it has launched a new client engagement tool called “PlanIt”. This new web-based tool, accessible via https://planit.gdx360.com, introduces investors to the firm’s patented and distinctive Comfort Zone® approach, while giving advisors an additional way of prospecting.
The Wealthcare approach to planning and investing focuses on what matters most to each client – their life goals. It’s about living your life, while staying focused on your future.