My Expert Planning session with Doug was great. I've been using the software for about 1 year now, and I wanted Doug to take a look at my inputs and assumptions to get a better comfort level that everything is correct; Doug suggested a few small changes; I appreciate his thoroughness and great insights. I fully recommend you all to have a session, it will bring you additional satisfaction and you will like Wealthtrace even more.

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.