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GDX360® is Wealthcare’s experience-based, goals driven model that aligns your money with what matters to you most – your life goals.

Centered on you, the investor, this process delivers the three elements of a positive financial experience that empower you to make better financial decisions:

Clarity, Confidence, and Control

Central to the Wealthcare GDX360® process is the Comfort Zone®, produced by our patented financial planning technology.

Centered on you, the investor, this process delivers the three elements of a positive financial experience that empower you to make better financial decisions:

  • Why do we use the Comfort Zone® with our clients?
  • Why do we recommend a plan whose score will range between 75-90% confident?

The software simultaneously evaluates your goals, investment strategy, assets, and all other financial resources (today and in the future), to assess how confident you can be that you’ll meet or exceed your goals.  This sophisticated “stress testing” process simulates 1,000 life-times under a variety of market conditions.  The plan’s “confidence” or “comfort” is the percentage of the 1,000 simulations that met or exceeded your goals.

Where’s your Dot?

Use our interactive Comfort Zone® to track your comfort score, review your upcoming goals and cash flows and asset ranges.  Ongoing, proactive goal adjustments keep you on track regardless of the market movement.  “Where’s my Dot? Monitoring managed futures confidence in achieving life goals while helping you avoid excessive risk or lifestyle sacrifice.  This approach transforms the conversations you will have with your advisor to focus more on your life and the things you can control rather than market performance and things that are out of your control.

The GDX360® process powered by the Comfort Zone® puts you at the center of a goals-driven experience that provides:

Clarity, Confidence, and Control