The Original Goals-Based Wealth Management Platform
Our patented Financeware technology helps advisors make their clients’ life goals a reality by connecting their investments to their aspirational dreams and priorities.
Comfort Zone® “Where’s My Dot?” monitoring manages future confidence to achieve life goals while avoiding excessive risk and lifestyle sacrifice. This approach transforms advisor-client conversations to focus more on life goals than market performance.
A History of Innovation
When we originally invented Financeware in 1999, this goals-based planning revolution was the first Monte Carlo Simulation engine for financial professionals all captured in a unique patented 6-step Comfort Zone® planning process.
Ideal & Acceptable Life Goals - more focus on what clients care most about: their lives.
Goal Trade-Offs & Priorities - deeper understanding for better life planning guidance.