Expert Coaching

Understand your results. Explore the scenarios that matter to you.

Work one-on-one with an expert in the WealthTrace software to get clear answers about your WealthTrace projections. Understand your assumptions and their impact, learn how to model cash flows and compare scenarios on a live video call. Sessions focus on software education and do not include tax or investment advice.

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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

  • Learn to model complex cash inflows and expenses

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

  • Explore Roth conversions and interpret the results

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Doug Carey, CFA®

Doug Carey, CFA®

Founder of WealthTrace and your session host.

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 a coaching session. Contact us for more information on this feature and how you can get started.

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