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A new look and a clearer plan. One readiness gauge, how long your money lasts, a range for good and bad markets, try savings changes before saving, book a call with your CPA, and stay signed in for 30 days.
See your financial plan, tasks, documents, and CPA guidance in one place.
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.