Financeware provides advisors a framework for combining their insight with industry-leading probability analysis tools. This process, called wealthcare, moves advisors from simply providing static financial planning to advising their clients on an ongoing basis. We have provided you with several case studies in PowerPoint format for use in presentations and to help you understand and appreciate the power of the Financeware tools and wealthcare process. You can follow along by logging into our site as directed on the first page of the presentation.

Understanding your clients' life goals means understanding your client. By rethinking risk in terms of meeting specific goals - like retiring early or traveling the world - rather than using mathematical risk tolerances, you are better able to establish what your clients' needs are and create investment strategies that meet those needs. See how it's done in the following stories.

CASE STUDY 1: THE BOONES

Would the Boones have been better off having used the principles of Wealthcare?

CASE STUDY 2: THE SCHMIDTS

By reviewing "The Schmidts," we are able to demonstrate both the extraordinary business development aspects of Wealthcare, but also the critical core value to clients created by Wealthcare's commitment to service and monitoring.

CASE STUDY 3: THE CLAUSSENS

In 1992, the Claussens retired and wanted to maximize their income during retirement. Does this sound familiar? Here, we review our advice to the Claussens in retrospect to critique how we could have given better advice by applying the principles of Wealthcare.

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Ready to sign up for a free trial account? Do you want to see if your clients will meet their goals? Register here.

Interactive presentation

This exciting three minute Flash video will give you an overview of how our process works. On a T1 connection the file should download in 1 to 2 minutes.

Wealthcare Conference

Wealthcare Capital offers training conferences periodically throughout the country in various metropolitan areas. For more information please contact your Wealthcare Specialist or email us at: support@wealthcarecapital.com.

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