Getting Started with Pocket Plan: Your Guide to Financial Clarity

Welcome to Pocket Plan, your all-in-one tool for taking control of your financial future! Whether you’re joining through an invitation from a financial professional or signing up on your own, getting started is quick and easy.

Step 1: Creating Your Account

You’ve got options! Sign up with Google, Apple, or a regular email—whichever works best for you. After entering some basic details (like your name and whether you’ll be sharing your plan with a spouse), you’ll verify your email to activate your account.

Step 2: Navigating Your Dashboard

Once inside, you’ll see six key sections to guide you:
✅ Your Plan – Get a Financial Freedom Number and Retirement Score to see where you stand.
✅ Financial Reports – Dive into your Net Worth, Budget, and Investment Reports for a full breakdown of your money.
✅ Financial Info – Store and manage your key financial details.
✅ Personal Info – Keep your contact details updated.
✅ Advisor Access – Connect with financial professionals for guidance.
✅ Knowledge Base – Find helpful articles (like this one!) and support.

Step 3: Connecting Your Accounts

To make Pocket Plan truly powerful, link your financial accounts using Plaid—a secure, encrypted tool that connects your bank, credit card, and investment accounts. Simply verify your phone number, sign in to your financial institution, and let Pocket Plan organize your data effortlessly.

Step 4: Exploring Your Financial Reports

💰 Cashflow Report – See money in vs. money out and track your spending habits.
📊 Net Worth Report – Get a big-picture view of your assets and liabilities.
📈 Investment Report – Monitor your investments and allocations.

Step 5: Planning for Your Future

One of Pocket Plan’s coolest features is its financial simulation tool. It projects your financial wellbeing until age 86, so you can see if you’re on track or need to adjust your savings strategy.

💡 Want to test different financial decisions? Use Scenarios to explore “What if?” situations—like paying off debt, adjusting investments, or buying a home—before making big moves.

Ready to Take Control?

Now that you’re all set up, start exploring! Pocket Plan makes financial planning simple, secure, and even fun. 🚀

Need more help? Check out the Knowledge Base or connect with an advisor to maximize your plan. Happy planning! 🎉