As a Fiduciary, my motto has always been, “If the work I do for my Client has done well, I’ll do well too!” Being a Fiduciary means, the products you own don’t have to be right just at the time of implementation but all of the time.
~Doug
About Douglas
Doug has been in the financial services business for over 30 years. The first ten years were spent with a large life insurance company before splitting off for better product independence. He is a licensed Investment Advisor Representative with Wealthcare Advisory Partners, a Registered Investment Advisory firm. Doug is also licensed for life, disability, long term care insurance. He strives to treat others the way he would like to be treated. He is also a stickler for returning calls!
Doug is married to Karen and has three children, twin girls, Fran & Sadie, and a son Sam. He lives outside of Peosta, Iowa. When not working, Doug enjoys spending time with his family. He is also an Andy Griffith Show fanatic; he has even met Thelma Lou!
Fun fact; Doug was in a movie starring Richard Gere, Helen Hunt & Brian Dennehy, directed by Gary Sinise. See if you can find him using this link.
https://www.youtube.com/watch?v=hStkdRiwOQQ
Erica Sanches
Throughout Erica’s career, she had the opportunity to apply her skills in English and Spanish. During her employment as a bilingual Activities Director, Erica scheduled outside vendors, planned, and advertised various events. Here she applied her skills in money management, navigating QuickBooks and being proficient in MS Suites.
Erica joined Consider It Done as she enjoys supporting Financial Advisors, as well as assisting advisors & clients with their Spanish needs. She also gleans much knowledge from discussions with her mentor who has 25 years’ experience in the financial industry. Erica is a meticulous and dedicated worker with an outstanding attitude. She currently concentrates on client services such as moving money, opening accounts, navigating custodians/CRMs, appointment scheduling, client administrative support, data entry, utilizing DocuSign and Adobe Pro.
In her free time, Erica enjoys serving at her church, attending a weekly bible study, painting, being outdoors, and spending time with her daughter and son.
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Client Relationship Summary.
Why Wealthcare?
Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
We accomplish this by helping you understand and identify your most important life goals. And then we align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.
At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.
With our goals-driven investing approach, you will:
- Have your personal goals in complete alignment with your investments.
- Always know where you stand and we’ll present your progress reports in “plain” English.
- Have confidence in your ability to reach your goals, independent of market fluctuations and changing life circumstances.
Our Process
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
MOST IMPORTANTLY, THE WEALTHCARE PROCESS IS YOU- DRIVEN. NOT MARKET DRIVEN. IT’S POWERFULLY SIMPLE. IT’S REFRESHINGLY CLEAR.
And it all STARTS WITH A GREAT CONVERSATION
A conversation that helps you to visualize your most important life goals
Dream Big
Do you like to travel? How will you pay for your children’s education? What exactly does “comfortable” retirement look like to you? You’ll cover these topics — and more — during our initial conversation.
We’ll use this conversation as a launching pad for creating your financial life plan. My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. We will help you define your life goals, and most importantly, will guide you toward achieving them.
But this is just a beginning. Wealthcare’s financial plan is not a “set it and forget it” tool. It’s a dynamic financial guidance system that evolves as your circumstances and financial markets change. We will continually monitor your plan against your changing life events and your investment portfolio, keeping the two in sync. Our software runs sophisticated market simulations, designed to monitor, measure and track your progress and report back to you with clarity.
Your Comfort Zone®
You will have confidence in your financial life plan because we will be constantly performing analytics in an effort to ensure your success. At Wealthcare, we call this being in the Comfort Zone. The Comfort Zone measures the probability of reaching your financial goals. And it also alerts you if you veer off course.
John & Ann's Confidence Level is 85%
Overfunded
Comfort Zone®
Underfunded
Click on a goal to see more
This chart is for illustrative purposes only.
Stay on Course
The Wealthcare process is YOU-driven, not market-driven. As your circumstances, goals and priorities change, we will work with you to make appropriate adjustments. Whatever life events come your way — from expanding your family to buying a vacation home — we will monitor and measure each event against its financial impact on your plan.
