Got everything i needed. I wanted to verify the plan and doug found some things that needed to change in the plan and introduced us to Montecarlo capabilities too. Well worth it to get the plan right.

Love WealthTrace software and had a great session with Doug. Doug is very knowledgeable about both financial planning and the WealthTrace platform. He answered all of my questions and went over all of our inputs/assumptions and adjusted some of them based on our discussions. He showed features of the software I was not aware of and answered questions about how it works. We went through and discussed in detail a Roth conversion scenario. It was an awesome.session.

If I could give 6 stars, I would! I've been using WealthTrace for over five years, and it's been a great experience. Doug quickly answered my questions, knew exactly what to look for, and offered valuable pointers for future use. The service is well worth the fee!

In September 2024, after using the WealthTrace software for over a year, I had an hour-and-a-half expert support call with Doug. While I already found WealthTrace an excellent tool for planning and covering all the necessary details, Doug’s assistance helped me uncover double-counted entries and unintended assumptions. He also provided insightful interpretations of specific findings that I hadn’t fully understood, given my experience level.

By the end of the session, I felt a strong sense of certainty that my plan would work, along with several actionable suggestions to improve it further. Doug’s guidance clarified important decisions such as when to take Social Security, how to handle my pension (yes, I have a small one!), the implications for survivability, and strategies for Roth conversions.

Additionally, he provided a video walkthrough of the plan, which I can share with my partner, allowing her to easily follow the details if necessary. I now feel both prepared and equipped with a plan that can continue to evolve. Doug also recommended other services that could help optimize my financial planning cost-effectively. It was money very well spent.

Overall, it was a great session—easy to follow and immensely helpful. Thanks, Doug, for all the support! I’m excited to start spending every day the way I’ve earned!

Well worth the money. Doug looked over all of my assumptions and found some things I needed to change and look into. I feel so much better about my retirement now!

I recently purchased WealthTrace software. Its super easy to use, brings confidence, and it comes with great service. I also recently had my session with Doug to review my information. He is well averse and was very helpful looking at my data and running some pressure tests; and was helpful in the aspects of taxes. Highly recommend having a session with him.