Confident Goal Analysis™

Investment returns are never consistent year after year. This unique process identifies the probability of reaching your important financial goals under different market conditions by running thousands of simulations under different assumptions, and then providing recommendations to increase the likelihood of achieving your goals.

Longevity

Family History
Personal Health
Life Expectancy

Portfolio Returns

Required Returns
Volatility
Historic Risk

Goals

Monthly Income
Large Purchases
Travel Plans
Planned Gifts
Survivor Needs

Resources

Investments
Rents
Pension Income
Social Security
Inheritance

Design, Calculations, & Analysis

Design of test cases considering above factors | Thousands of simulations for each scenario | Analysis of results

The Confident Goal Analysis™

The probability of reaching your goals

How long will your capital last under different scenarios?


Factors affecting your results

Strategies to increase
your
success

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