Comfort Zone® evaluates your financial resources alongside your goals—now and into the future....
Read MoreWealthcare is different from other firms. We start with what matters most to you – your life...
Read MoreWe think it’s OK for you to be in your “financial” Comfort Zone. Here’s...
Read MoreGoals are not fixed data points. With this in mind, GDX360 is designed to capture each client’s...
Read MoreA 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.