Get Organized with Pocket Plan
Quickly view your expenses for your household in a single portal. If you use multiple bank accounts or credit cards Pocket Plan can be a lifesaver. That’s because you not only do you see the total amount of money in and out of your accounts, but also categories for each type of expense. You can see your Cash Flow Budget by category including Essential, Non-Essential and Savings. By categorizing your expenses in this way you can see what percentage of your budget is spent on
View all of your account balances on a single page. Now you can see the total value of all of your assets minus liabilities. Track this number monthly, quarterly and yearly to make sure you’re on track to meet your financial goals.
View your Retirement and Non-Retirement investment portfolios. See a holistic view of all of your holdings or sort by specific accounts. If you need help choosing a portfolio, simply connect with one of our advisors using your Pocket Plan.
Property, Medical, Life and Disability Insurance policy details can all be stored in Pocket Plan. This allows you to total your insurance expenses and validate the coverage amounts. View the provider, policy number, premium and insured using your Insurance Tab of your Pocket Plan.
If you need help answering questions before making major decisions, we can help. With a single view of your finances, you can connect with a professional advisors securely. Get answers quicker when you avoid finding and qualifying advisors. Simply share your Pocket Plan so you can discuss specifics about your situation during your first call.
