Board of Advisors

Who to Include In Your Board of Advisors

• • Financial Planner

• • Accountant

• • Estate Planner

• • Specialists (Investment Advisor, Banker, etc.)

Once you connect with an advisor you’ll be able to collaborate with them on scenarios, schedule time to speak with them directly

• • Collaborate on Scenarios

• • Schedule time on their calendar

• • Leave a Review

Using Advisors to Make Better Financial Decisions

Advisors are an invaluable resource when it comes to making better financial decisions. Advisors have access to your financial information through Pocket Plan, which can help them quickly understand your financial situation and provide you with solutions tailored to your needs. Your advisor also has access to a Quick Report which provides a benchmark of your financial health. This report includes information about your cash on hand, assets, liabilities, and budget. Advisors can also provide you with advice on how to best utilize your accounts and resources based on your engagement with them. By leveraging the knowledge and expertise of an advisor, you can make more informed financial decisions and take greater control of your financial future.

Connecting with an Advisor

How to Connect with an Advisor

If you are looking to connect with an advisor, you can do so safely by using Pocket Plan. To begin, you will need to connect with an advisor with a professional profile. This will include the advisor’s contact information, registration information, and any social media information. Once you find an advisor you like, you can connect with them by sending a request. The request creates a link that allows you to provide your financial information to the advisor. This includes any accounts you have added to Pocket Plan, delivered as the same financial reports which you can access.

The advisor will only have view-only access, which means that they will not see your login information, passwords, or financial account numbers. They will only see the information you provide through Pocket Plan.

If you would like to disconnect your Pocket Plan from the advisor, you can do so by signing into your account and going to your Advisor Connections. From there, you can delete the advisor from the connection.

Data Sharing & Privacy

Your privacy is a priority as a Pocket Plan user. That’s why data sharing with a Pocket Plan advisor is secure and organized. All that an advisor has access to is the information that is provided through the Pocket Plan connection. This includes assets, liabilities, cash on hand, and a budget. An advisor is only able to view this information and does not have access to any of the login information, financial account numbers, or passwords.

Removing an Advisor

If you decide that you prefer that an advisor no longer can view your Pocket Plan you can disconnect with them from your Board of Advisors, Advisor Profile or Connections. Once you’ve disconnected from an advisor they’ll no longer have access to view your Pocket Plan or to collaborate on Scenarios. In order to perform any of these activities, you’ll need to send an advisor request and wait for the advisor’s acceptance.

Share Scenarios with Advisor

Types of Wealth Building Scenarios to Share with an Advisor

When building wealth, there are many different scenarios that an individual can share with their financial advisor. Examples of these scenarios can include:

• • Reviewing current financial assets and liabilities

• • Setting up a budget and tracking expenses

• • Developing a timeline and setting goals

• • Creating an emergency fund

• • Researching investment options

• • Planning for retirement

• • Seeking advice on taxes and other financial regulations

Schedule Time with Advisors

Scheduling an appointment with an advisor can be done quickly and easily. To do so, you should first make sure that you have connected your pocket plan to your advisor’s account. Once connected, you can start the process of scheduling an appointment.

1. 1. Log into your Pocket Plan account and select the “Advisor Connections” tab.

1. 1. You will then be able to view and select your advisor’s profile.

1. 1. From your advisor’s profile, select the “Schedule an Appointment” button.

1. 1. You will then be prompted to select a date and time for your appointment.

1. 1. Once a date and time are selected, click “Confirm Appointment” to complete the scheduling process.

Your appointment is now scheduled and you will be notified once your advisor confirms the appointment. Should you need to reschedule or cancel your appointment, you can do so from the “Advisor Connections” tab.

Review an Advisor

To leave an advisor review, you first need to log in to your account. Once logged in, you can navigate to the advisor profile page and click the “leave a review” button. This will open up a form where you can provide a rating and feedback for your advisor. Once you have filled out the form, simply click the “submit” button and your review will be posted.