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Board of Advisors

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byNathan Garcia
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What is my Board of Advisors

Your board of advisors is your team of professionals who helps manage your money and make financial decisions. Connecting with your Board of Advisors in Pocket Plan allows you to collaborate with each of them individually or collectively. You can share a scenario with a single professional, like your Financial Planner, if you have a question like “What if I retire early?”. You can also share scenarios with multiple advisors when decisions will have impacts on several areas like investment, taxes and your estate. Pocket Plan has added a directory of advisors which you can securely connect to. We’ve also

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

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How to Connect with an Advisor

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Data Sharing

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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

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Schedule Time with Advisors

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Review an Advisor

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Use Scenarios to Test:

  1. Best Retirement Date
  2. Odds of Running out of money in Retirement
  3. How Much to Spend in Retirement
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Disclaimer: 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.

This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Pocket Planner Inc’s or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

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