Get early access to Pocket Plan and special bonuses through this limited time offer.
Use Pocket Plan to build your Freedom Plan in minutes with the following reports:
Access up to date financial reports from the desktop or mobile app via Pocket Plan. These reports are built with your actual financial information and update automatically! View the reports from desktop, mobile or print.
View all of your assets & liabilities in one easy to read document.
Get familiar with where your money is going with an expense report that shows your Essential, Non-Essential & Savings
View all of your investment accounts in a single report that shows asset allocation and account type
View a model of your future longevity using a Monte Carlo calculator. View current assumptions or your own scenarios.
Share your Pocket Plan with licensed professionals to help you answer questions about Taxes, Insurance, Investing & Planning.
It's time to start enjoying your next phase of life. Get clear about your financial needs. Even better answer your biggest questions. Your Freedom Plan is a custom tailored financial model for your future. Click the button below to start building your Plan today.
60 Days To Try It & Love It or Your Money Back
We’re serious about helping you get results. So, if for whatever reason after you’ve built your Freedom Plan using Pocket Plan and helped improve your finances..if after multiple conversations and meetings you’re not happy then we’ll refund your entire payment.
Why would we do this?
First, because it’s literally never happened before.
Second, because we’d rather lose money than take a hit to our reputation.
So, you can make your purchase with 100% confidence that you’ll get a custom built Freedom Plan with zero financial risk to you.
In this 60 minute meeting we discuss your goals and views on retirement. Your priorities and concerns will help us navigate how to make the plan the most meaningful to you.
Now that you’ve built your Freedom Plan, it’s time to start improving your Retirement Score. We’ll discuss how to run Scenarios to decide your course of action.
The numbers are back and you’ve chosen a scenario that is realistic. Learn how to keep track with your improvements to ensure you keep up momentum.
Now that you have a plan for future success, it’s time to execute. We’ll discuss how to connect with advisors and what to expect moving forward.
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5850 Waterloo Rd, Suite 140
Columbia MD, 21045.
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