WealthPlan by Alex Sears CPA

WealthPlan helps you turn your financial details into a plan you can understand and discuss with your CPA. The app is organized into four clear areas: Plan, Money, Advice, and Ask. Build your Plan - Enter the basics that shape your plan, including age, income, and retirement goals. - See your savings plan and retirement projection. - Use simple sliders to explore how spending, returns, inflation, and Social Security affect the forecast. - Request a CPA review when you want another set of eyes on your plan. Organize your Money - Add your investment and retirement accounts with current balances. - Record an expected inheritance and see how it may affect the plan. - Review a practical funding order that shows where the next savings dollar can go. Keep up with Advice - Review action items and mark completed work from your phone. - See, upload, download, and share documents from your WealthPlan workspace. - Keep CPA guidance and supporting information close to the plan it relates to. Use Ask for questions - Chat about your plan, money, retirement, documents, or next steps. - Keep the conversation connected to the financial information already in WealthPlan. You can explore a read-only sample plan with fictional data before signing in. A WealthPlan account is required to enter or view personal information. CPA practice-management tools remain on the WealthPlan website.