# WealthPlan by Alex Sears CPA — Planning with your CPA

> Planning with your CPA (iPhone/iPad app by Alex Sears CPA LLC.)

- Source: https://appshunter.io/ios/app/wealthplan-by-alex-sears-cpa/id6806417080 (this page in markdown: same URL + `.md`)
- Developer: [Alex Sears CPA LLC](https://appshunter.io/developer/6806073399)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.4 · 31 MB
- Languages: American English
- Released: 2026-09-18
- Data updated: 2026-09-23
- User reviews in markdown: https://appshunter.io/ios/app/wealthplan-by-alex-sears-cpa/id6806417080/reviews.md

## What is 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.


## Version history (last 2 releases)

### 1.5.0 — 2026-09-19

A new look and a clearer plan.

- A calmer, lighter design with one readiness gauge at the top of your plan
- See how long your money lasts and your monthly income in retirement
- A shaded range on the chart shows good and bad markets
- Try savings changes before you save them to your plan
- Book a call or email your CPA from the Advice tab
- Stay signed in for 30 days, and reset a forgotten password in the app

### 1.0 — 2026-09-18

No release notes.

## More apps by Alex Sears CPA LLC

- [ThaiCards: Learn Thai](https://appshunter.io/ios/app/thaicards-learn-thai/id6806073397)
- [Thai Cards - English](https://appshunter.io/ios/app/thai-cards-english/id6807224758)

All apps by Alex Sears CPA LLC: https://appshunter.io/developer/6806073399

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-23.*