WealthPlan

WealthPlan gives clients a secure, focused view of the financial plan they share with their CPA.

Your plan at a glance
- Review net worth, retirement readiness, income, and other key planning figures.
- See the latest plan summary prepared from information in your WealthPlan workspace.

Stay on top of next steps
- Review action items assigned by your CPA.
- Mark completed tasks from your phone.
- Keep priorities and due dates close at hand.

Documents in one place
- See documents already shared in your workspace.
- Upload requested files from your phone.
- Download and share documents when you need them.

Ask about your plan
- Send questions about your plan, tasks, taxes, retirement, documents, or next steps.
- Responses support your CPA relationship and are not a substitute for personalized professional advice.

WealthPlan is for clients who have a WealthPlan account. An internet connection and sign-in are required. CPA and practice-management tools remain available on the WealthPlan website.