Exactly what I wanted. Doug ran through my entire plan. We discussed all the variables and he pointed out a mistake I had made. Then we ran through scenarios to see how robust the plan was. I came away more confident in my retirement plan and it reduced my stress.

This session was well worth my time. In less than 45 minutes my questions were answered, I got some clarity on features and I was left with a next steps list! The consultant was clear, concise and friendly.

Sophisticated software that is user friendly. I did a one hour consult with Doug. He is very knowledgeable and easy to work with. Doug reviewed my plan, answered questions, made some suggestions and gave me insights as to how to use the software. Well worth the investment in the subscription and consult. This coming from a CPA and CFP.