CREATING A VISION and DEVELOPING A PROCESS

When we founded Financeware, we set out to do no less than change an industry. We believed--and still do--in the simple vision that long-term financial success should not be measured in theoretical returns. Success should be measured through the achievement of life goals.

Of course this meant a new approach to advice and new tools and strategies for advisors. It meant changing the way we thought about risk and return and how we monitor progress. It meant rethinking the relationship between advisor and client. And it meant building a team of committed professionals with the experience to marry tools with financial solutions.

Through all of this, we developed a wealthcare process that combines an advisor's insight with tools designed to give investors confidence in achieving their financial dreams. We created a process that provides an ongoing and holistic view of an investor's entire financial life. The result of these efforts can be seen in who we are today.

From our wealthcare process to our cutting-edge technology, from our educational seminars to our consulting services, Financeware remains committed to the single vision that the most important job we have is to help investors lead the lives they envision.

This is the future of financial advising.