Expert Planning

Your plan, reviewed with a real expert.

Work one-on-one with an expert in the WealthTrace software who is also a Chartered Financial Analyst (CFA®) — the most sought-after designation in the finance industry. Review your assumptions, model complex cash flows, and run scenarios together on a live video call.

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A screenshot of a digital interface showing a step-by-step process for financial analysis, titled 'Expert Support Session,' with options for live video call, format as one-on-one, with CFA, and where online. The guide includes steps like reviewing assumptions, modeling cash flows, running scenarios, and analyzing Roth conversions.

What We Cover

Help from a WealthTrace expert.

On a live conference call, we review your assumptions with you and help you model any complex cash inflows or expenses. We also review your results with you and help you run scenarios.

  • Review your plan assumptions together, line by line

  • Model complex cash inflows and expenses correctly

  • Walk through your results and run what-if scenarios live

  • Analyze Roth conversion results, optimize conversions, and discuss the pros and cons

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Doug Carey, CFA®

Doug Carey, CFA®

Your personal expert support specialist.

CFA® Charterholder Founder, WealthTrace

What our customers say.

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A woman with dark hair smiling during a meeting with a man with a bald head in an office with brick walls and large windows.

Ready to sit down with an expert?

View our current rates or schedule an expert support session. Contact us for more information on this feature and how you can get started.

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