How Can We Help?
Sharing Scenarios with Your Advisor
The Scenarios feature in PocketPlan is not just for personal planning—it is also a powerful collaboration tool with your financial advisor.
By sharing scenarios, you ensure that every recommendation is based on:
- real financial data
- accurate projections
- measurable outcomes
Why Scenario Sharing Matters
Traditional financial planning often involves:
- spreadsheets
- manual calculations
- disconnected data
With PocketPlan, both you and your advisor work from the same real-time model, eliminating confusion and improving accuracy.
How to Share a Scenario
Step 1: Open Your Scenario
Select the scenario you want to share, such as:
- “Max Roth Conversion”
- “Early Retirement Plan”
Step 2: Click Share or Collaborate
Locate the Share / Collaborate button, usually near the scenario title.
Step 3: Select Your Advisor
Choose your connected financial advisor from the approved users list.
Step 4: Set Permissions
You can control how your advisor interacts with your scenario:
View Only Access
- advisor can review inputs and results
- no changes allowed
👉 Best for reviewing recommendations
Edit Access
- advisor can modify inputs
- optimize your plan directly
- send updated scenario back
👉 Best for active collaboration
Benefits of Sharing Scenarios
Advisor Validation
Your advisor can test strategies such as:
- increasing contributions
- adjusting asset allocation
- modifying retirement age
👉 All changes are validated against your Retirement Score and FFN
Better Meeting Preparation
Before your meeting:
- create scenarios based on your questions
- share them in advance
👉 Your advisor arrives prepared with data-driven insights.
Clear, Actionable Decisions
Instead of vague advice, you receive:
- a finalized scenario
- a clear strategy
- measurable outcomes
👉 Example:
“Approved Plan: Increase contributions by 5%”
Why This Approach Is Powerful
Scenario sharing transforms financial advice into:
- collaborative decision-making
- real-time validation
- measurable improvements
👉 Every recommendation is backed by PocketPlan’s simulation engine.
Best Practice
Always:
- create scenarios before meetings
- test multiple strategies
- save optimized versions
👉 This ensures you always have a clear, actionable roadmap.
Key Takeaway
Sharing scenarios with your advisor ensures your financial decisions are:
- collaborative
- data-driven
- optimized for success
By working from the same model, you gain confidence that every strategy is validated and aligned with your long-term goals.
Frequently Asked Questions
Can I share my PocketPlan scenarios with my advisor?
Yes, you can share scenarios directly with your advisor for collaboration and review
What permissions can I give my advisor?
You can choose between view-only access or full edit access.
Why should I share scenarios before a meeting?
It allows your advisor to prepare and provide more accurate, data-driven recommendations.
Does scenario sharing improve financial decisions?
Yes, it ensures decisions are based on real data and validated projections.
