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.
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Wealthcare’s values-based, goals-driven model aligns your client’s wealth with what matters to them the most. Powering this process is...
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Comfort Zone® evaluates your financial resources alongside your goals—now and into the future. Then, it simulates 1,000 lifetimes and market...
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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...
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The Wealthcare approach to planning and investing focuses on what matters most to each client – their life goals. It’s about living your...
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