The easy way to manage your finances. Measure your financial health in minutes. Share a goal with a friend or advisor securely.

Securely access your Pocket Plan on Android or browser.

Pocket Plan Finance App

Use the Pocket Plan App to Improve Your Finances

Big Picture

View all of your accounts in a single location

Cash Flow

Done for you budget created instantly with our easy tagging system


App available for download now


Login or create your account to get started


Simple to Use

Manage your finances like a pro. Begin tracking your financial health in minutes. Simplify things with a  big picture view of Banking, Debt & Investment accounts using Pocket Plan.



Keep your accounts secure with activity tracking and notifications. Create a budget that helps you manage multiple accounts. Share the data with a spouse, family member, business partner or professional advisor securely. Instantly grant or revoke access.



Get answers to your questions in minutes. Our concierge service can answer your questions or connect you with an advisor to securely details about your situation. Build your personal board of directors with our white glove service.

Connect securely with an advisor who can help answer your questions

Track your financial health

See your big picture and forecast how close you are to your goals

Monitor your Cash Flow

Manage account activity across credit, bank & investment accounts

Grow your Net Worth

Measure if you own more assets or debt on your balance sheet

Plan using Scenarios

Project hypothetical outcomes for your goals and share them with advisors

Speak with a pro in minutes

Connect securely with an advisor who can help answer your questions

Choose Your Plan



 Connect your Pocket Plan to a licensed professional. They pay your subscription fee with view only access to your account data.



Give your employees personalized benefits that they’ll love.



Manage your personal Pocket Plan for you and a spouse. Unlimited accounts & 24/7 account concierge.



Grow your business with Pocket Plan. Connect with clients securely and offer value up front with a personalized app.



Give your employer personalized benefits that they’ll love.



Manage your personal Pocket Plan for you and a spouse. Unlimited accounts & 24/7 account concierge.


Ready to Build Your Freedom Plan?


Pocket Plan is an easy to use social engagement tool that builds your financial plan in minutes. Forecast future results or share your data with Financial Professionals securely.

Pocket Plan was founded by Nathan Garcia, a veteran financial advisor and licensed Investment Manager. Pocket Plan merges Nathan’s financial planning process into a shareable technology to help people get financially secure and collaborate with professionals.


5850 Waterloo Rd, Suite 140

Columbia MD, 21045

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Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.

Disclaimer: Pocket Plan and Pocket Planner Inc don’t offer financial, tax, investment or legal advice. Future outcomes are for illustrative purposes only. Contact a financial professional before taking action.

This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Pocket Planner Inc’s or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

Copyright Pocket Planner, Inc. © 2019 – 2021. All Rights Reserved.

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