Pocket Plan App

iPhone / Finance

Pocket Plan: Smarter Personal Finance, Simplified

Take the guesswork out of money management. Pocket Plan is your all-in-one financial planning app—designed for individuals who want clarity and for advisors who want to better serve their clients.

Why Pocket Plan?

See your full picture – Connect your bank, retirement, and investment accounts in seconds. Pocket Plan automatically organizes your assets, liabilities, income, and expenses.

Track your Retirement Score – Instantly know your odds of retiring comfortably. Pocket Plan helps you set goals, track progress, and make confident adjustments.

Visualize your future – Explore “what if” scenarios to see how changes in savings, income, or retirement age could impact your plan.

Stay on top of reports – Get clear, easy-to-read reports on your Cash Flow, Net Worth, Investments, and Retirement—all in one place.

Work with advisors – Invite your financial advisor to collaborate directly inside the app. Manage multiple advisors at once, or take full control yourself.

Getting Started is Easy

Create your account with Apple, Google, or email.

Answer a few simple onboarding questions (like birthday, income, retirement age).

Connect your accounts securely.

Get your personalized Retirement Score and start exploring.

No spreadsheets. No guesswork. Just a smarter way to see your money clearly and plan with confidence.

Your Data, Your Control

Pocket Plan never stores your login credentials and gives you full control to add or remove accounts anytime. Security and privacy are always the priority.

Download Pocket Plan today and take the first step toward financial peace of mind.

For more details, visit www.pocketplan.io

Quoi de neuf dans la dernière version ?

Improved notifications to the advisor and client. Easier scheduling with the advisor through the scenario function.