I wanted to ask questions about Required Minimum Distributions and get recommendations on how to proceed. Doug answered all my questions and reviewed our plan. He noted we were in some high expense funds and made cost saving recommendations that will likely pay for his consultation fee many times over. He showed us that while our plan is solid, we do need to be careful to stick with our budget on spending. Highly recommended.

Well worth the 1hr fee. Doug caught some double counting I was doing and had great advice on using the scenarios such as Roth conversion and sliders.

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.