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.
Portfolio ReturnsRequired Returns
Design, Calculations, & AnalysisDesign 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