Look, nobody wants another “free consultation.” They just want to know one thing: “Am I going to run out of money?”
Give them the answer, and they will give you their business. Enter Pocket Plan. It’s a free app you offer your prospects. They securely link their accounts, and in minutes, the app runs a 1,000-trial Monte Carlo simulation to give them a simple Retirement Score from 0 to 100.
Start building trust earlier with a digital factfinder to gather and organize data and generate reports
Whether you're starting in the industry or a veteran, our tools can power up your processes. Discover More.
Improve data sharing with ease. Our secure interface empowers you to create a unique online presence.
Only meet with opportunities that meet your standards after viewing their Net Worth, Cash Flow, Investments & desired outcome in minutes.
Get your personalized growth roadmap. Discover the most impactful steps to boost your brand, streamline client acquisition, and elevate your business.
Learn MoreGather client data without statements. Integrate your client's financial data, allowing our AI to incorporate real-time information, ensuring your client profile stays current.
Fine tune your tracking using our intuitive editor, ensuring every new connection is tagged perfectly to track your marketing ROI.
Generate leads, prospects and opportunities. Pocket Plan empowers you to automate tasks, allowing you to focus on what truly matters – growing your business.
Meet your AI assistant, get help with everyday tasks. Dedicated to helping business development, completing tasks efficiently, and driving revenue.
Connect with your calendar, display your availability, and let clients book appointments directly — all integrated with your Pocket Plan profile.
Real-time team collaboration to close deals faster. Keep everyone aligned with shared client data and integrated communication tools.
Build your audience, drive conversions. With a professional profile you can connect to multiple clients, generate inbound appointments and gather client data before your first conversation.
Start attracting leads today by creating a free account. Register in minutes.
Tailor your profile by adding in your details. Add in your website, social media & licenses.
Go live and experience the thrill of connecting with leads and having clients request to meet with you.
Pocket Plan is a free financial planning app that calculates your Retirement Score — a single number from 0 to 100 estimating your probability of not running out of money before age 86. It connects to your bank, investment, and loan accounts and runs a 1,000-trial Monte Carlo simulation to generate your personalized retirement probability in minutes. Available free on iOS, Android, and web. Paid plans unlock the licensed financial advisor network.
Gather complete and current data from your leads to qualify the relationship before you meet with them.
For individuals and small teams getting started
For professionals driving > 10 meetings per month
For professionals driving > 20 meetings per month
Pocket Plan is a free financial planning app that calculates your Retirement Score — a single number from 0 to 100 estimating your probability of not running out of money before age 86. It connects to your bank, investment, and loan accounts and runs a 1,000-trial Monte Carlo simulation in minutes.
The Retirement Score is a number from 0 to 100 estimating your probability of not running out of money before age 86, generated by a 1,000-trial Monte Carlo simulation using your real connected account data.
Yes. The app is available free on iOS, Android, and web. Paid plans — Intern ($269/mo), Associate ($469/mo), and Partner ($969/mo) — unlock the licensed financial advisor network.
Pocket Plan is an all-in-one fintech platform for financial advisors that automates client onboarding, generates real-time financial reports from connected accounts, and provides an AI assistant for client planning.
Create a free account, tailor your profile by adding your details, website, social media and licenses, then go live and start connecting with leads who can request to meet with you.
Intern: $269/month (5 connections, 5 accounts per connection, Knowledgebase). Associate: $469/month (10 connections, email support). Partner: $969/month (20 connections, instant chat support). Yearly plans also available.
Pocket Plan integrates with your calendar for scheduling, connects with communication tools for real-time collaboration, supports project management workflows, and includes advertising tools to build your audience.
No. 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.
“Excellent resource to get control of my finances.”
Natasha.S
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