Pocket Planner Inc

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5850 Waterloo RD, STE 140

Columbia MD 21045

About

Pocket Plan is a financial technology that organizes your financial data into reports to improve your wealth. This makes it easy to see your big picture and focus on a single goal. You can reach your goals faster by testing changes, called Scenarios. Scenarios can be shared with friends or family and can also be shared with professionals to engage their services.

Available on Desktop, IOS & Android

https://pocketplan.io

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Pocket Plan App Promo

Available on iOS: https://apps.apple.com/us/app/pocket-plan-app/id1586643059

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Connect Accounts Securely

Connect your Financial Accounts securely using our trusted partner, Plaid. No password or login details are shared with your Pocket Plan. You can remove accounts by account type or institution from your profile. Learn more at https://pocketplan.io

Track your expenses across all accounts

Track personal and business assets in a single portal with the Cash Flow Report. You'll be able to segment expenses as Essential, Non-Essential and Savings with our done for you budget. Learn more at https://pocketplan.io/cash-flow/

Quickly measure your financial health

Use a single view of the value of your assets and liabilities. Add bank, credit card, investment or mortgage accounts to see your data organized in minutes.

Check if you're on track with your Retirement Score

Measure your progress and discover ways to improve. Your Retirement Score is your odds of never outliving your assets. The better your score, the better your odds of success. Learn more at https://pocketplan.io/retirement-score

Track your entire portfolio with a single view

Get daily updates on your investment and retirement accounts through your Investment Report. See your portfolio allocation by asset type or tax status. Learn more at https://pocketplan.io/

Get Help from Trusted Professionals

Get answers to your questions in minutes using your Pocket Plan concierge. You tell us your problems and we'll suggest professionals who can help. Learn more at https://pocketplan.io/advisors