Sample Financial & Retirement Plans

Click on a sample plan below to open it in a new window. Feel free to make changes to the plan and recalculate results. Step through the various tabs and sections to see how an actual plan works.

Sample Reports

Sample Report

Sample Report

Sample Report

Sample Report

Sample Report

Sample Financial Plan Screen Shots

*Click on the first screen shot below and you can then move through each screen shot in order.

Our Gallery

Enter your personal information to begin. WealthTrace offers flexibility and accuracy with our settings. Create your retirement budget. WealthTrace handles every investment account type. Add any other sources of income such as the sale of a business, a part-time job, inheritance, etc. List all of your retirement goals in order of importance. The program will show you which goals can be funded. Use our sliders to change the most important assumptions and watch results change in real time. View the most important plan results in one location. Run pre-defined what-if scenarios on your retirement age, expenses, delaying social security, and many others.. Run scenarios where you change your asset allocation. Quickly see how a new asset allocation impacts your plan and probability of success.. View all of the data behind the calculations. Easily see if retirement income will cover expenses in any year. Our cashflow distributions report breaks down retirement sources of income and outflows in every year. Monte Carlo analysis shows you the probability of never running out of money. Use our powerful solver to find solutions to retirement hurdles. Generate a net worth statement. View assets, liabilities, and net worth through time. Change Monte Carlo assumptions Create your own asset classes. Run life insurance needs analysis. Run life insurance needs analysis. Have the program show you solutions to retirement roadblocks. Customize your own report templates. View a breakdown of the portfolio asset allocation. View how funds are spent in every year. View investment balances over time. Analyze how expenses are funded in every year. Find out if retirement income can cover expenses. Generate a customized pdf report. Advisors can have their clients and prospects use the online fact finder. Financial plans can be started for you with the information they enter.