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An Advanced Medical Directive: What it is and How to Create One As we go through life, we may face unexpected situations where we cannot
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Track your spending by category with a done for you budget that tags each transaction as Essential, Non-essential or Savings.
See your odds of success for any goals like Retirement, Investing or buying a home
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Simplify your finances with a single measure of your financial health that shows the balance of your assets and liabilities
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Your Pocket Plan is an encrypted real time view of your most important financial information. It’s organized to help you reach financial freedom or the ability to stop working without changing your lifestyle. By focusing on your big picture we help you build a plan to replace 5 – 15 x your annual income.
Control your data and who has access to it. Use Pocket Plan to permission access to a snapshot of your account balance, transactions and investment holdings. This data is then sorted and organized to produce professional grade financial reports to help you make smart decisions.
Pocket Plan has view only access to your financial account data. We use encrypted third party tools to take a snapshot of your data and build reports. You choose which accounts are added and who has access.
Your Retirement Score is an estimate of the odds that you run out of money before age 86. This is the median expected life span in the US according to Social Security estimates. The closer your score is to 100, the better your odds of not running out of money.
You can improve your Retirement Score by growing your investable assets and improving your cash flow. Use Scenarios to test which changes can make the best impact. Learn more about scenarios here.
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An Advanced Medical Directive: What it is and How to Create One As we go through life, we may face unexpected situations where we cannot
Why You Need a Will at Every Age: An Overview A will is a legal document that specifies how your assets and property will be
What is Dollar Cost Averaging? Dollar cost averaging is a strategy of buying into an investment over time by purchasing small amounts periodically instead of
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