Control Your Financial Future
Financial Planning
It's not about the plan, it's about the planning.
Financial Planning
Building the Right Plan
Our financial planning process focuses on four main components: Asset Management, Tax Efficiency, Income Planning, and Estate & Legacy planning. After completing our financial planning process, you will be well organized and have a clear, relevant picture of how you are positioned relative to meeting your long-term financial goals. The process is designed to answer very common yet important questions:
- Am I saving enough?
- Are my investments aligned with my goals?
- What if something happens to me — will my family be ok?
- Am I paying too much in taxes?
Your Financial Future
Questions Answered
As a pioneer in goals-based financial planning, Wealthcare's patented process answers these questions and more. Our platform integrates financial planning and investment management into one seamless experience. This means our planning simulations are based on the actual portfolio we recommend and can implement on your behalf, giving you a much more accurate assessment of your projections.
Ideally, the planning process continues over the course of your entire life and even connects the next generations. The real value in financial planning is the ability to see what risks lie ahead and adjust accordingly to align with your life plan and the changes that occur. This is what distinguishes a great advisory relationship.
Planning & Investing
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.
Plan for Success
Financial Plans Increase Confidence
A Charles Schwab survey found that 54% of planners felt “very confident” they would reach their financial goals, compared with only 18% of non-planners.
Planners Confidence*
Non-Planners Confidence*
* Source: Charles Schwab
Watch
Financial Planning 101
Financial Planning — defined.
Asset Management
Income Planning
Estate & Legacy Planning
Tax Planning
Risk Management
Corporate Trustee Services
401(k) & Retirement Plan Management
Concentrated Stock & Low-Basis Positions
Ready to Begin?
Let's build your plan together.
Schedule a free, no-obligation consultation and see how the Wealthcare process can work for you.