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.

I have used WealthTrace to develop the financial plan for my wife and I over the past year. I had previously built a plan on the Charles Schwab site. The WealthTrace tool is much more robust with many more options available to develop a sophisticated plan. It is also relatively intuitive. I have been very happy with the ability to build up my plan and then run various what-if scenarios.

A week ago a had a consulting call to review my plan with Doug. Doug helped me correct several items and answered all my questions. I left with confidence in our plan and direction.

For anyone that does not want to pay for an ongoing financial advisor, the WealthTrace software and ability to schedule a consult with WealthTrace is well worth it.

WealthTrace has been very responsive to several questions I submitted. They also regularly offer online training seminars.

I highly recommend WealthTrace.

Great Call. Great Software. The call with Doug helped confirmed and help solidify our plan, well spent money.