THE FUTURE OF FINANCIAL ADVISING

Financeware's mission is to power the future of financial advice through a completely new financial advising discipline focused on helping investors live the one life they have, the best way they can. We call this revolutionary goals-based advising system wealthcare.

The financial advisors that have adopted wealthcare objectively recognize the contradictions within every step of traditional financial advising. Think about traditional financial advising. Is it not a contradiction to identify your highest risk tolerance and proceed to position you to experience it? Save the most you possibly can? Learn what happened (past performance) but evade what it means to you? And then, disclose away the reality that the advisor's projections cannot be relied upon?

Advisors who have adopted wealthcare realize the premises of wealthcare resolve these contradictions. Wealthcare is based on avoiding unnecessary investment risk, avoiding the sacrifice of saving more than is necessary and constantly measuring progress toward accomplishing the goals you value. All of this is done within the context of understanding the inherent uncertainty of financial markets by balancing your choices and priorities to provide you with a sufficient level of confidence, without too much uncertainty or irrational sacrifice.

In all of this we believe we should remain objective and unbiased, and should continually seek to advance our methods, tools, and research while remaining the standard by which our industry measures quality, honesty, and integrity.