Pocket Plan is an easy to use social engagement tool that allows you to build your financial plan in minutes and share that data with Financial Professionals if you choose.
Pocket Plan was founded by Nathan Garcia to solve the challenges he faced daily as a financial advisor. After over a decade of experience in the Financial Services industry, Nathan was still frustrated with the technology to help people get financially secure.
Many of his clients didn’t have a budget, but this was a primary factor to their success in Retirement. Further, many clients wouldn’t fully implement a financial plan because they didn’t have access to the inputs that made up the plan or ability to manipulate the plan themselves.
Finally, when Nathan would meet with his client’s other advisors such as a CPA or Attorney, he would find that they didn’t have access to a full or current view of their client’s finances.
As a team, we are an internationally distributed team that works across different time zones 6 days a week. Our team follows Agile project management and we lean on technology like Slack, Asana and Google Suite to stay productive.
We respect your personal life and think it’s healthy to take time off. You’re free to express yourself and differing opinions are listened to and respected. Our mission is to improve access to and the quality of financial advice. Social and political issues aren’t discussed or involved in our decision making process. If you’re interested in learning more about working with Pocket Plan, please review open jobs here.
Nathan Garcia is a Certified Financial Planner™. He has helped over 1,000 families create their financial plans since joining the Financial Services industry in 2007.
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.
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“Excellent resource to get control of my finances.”
Natasha.S
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