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Navigating the Pocket Plan Dashboard: The Six Main Tiles Explained
What is the Pocket Plan dashboard?
The Pocket Plan dashboard is your central hub for managing your financial life. It gives you a clear, high-level overview of your finances and direct access to all the tools you need to plan, track, and optimize your money.
How many main sections (tiles) are on the Pocket Plan dashboard?
The dashboard contains six main tiles, each representing a core function of Pocket Plan. Together, they help you understand your financial position, manage your data, and get professional support.
Pocket Plan Dashboard Tiles
What is the “Your Plan” tile used for?
The Your Plan tile shows a snapshot of your overall financial progress.
You can see:
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Your Financial Freedom Number
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Your Retirement Score
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A quick overview of how close you are to your long-term financial goals
This tile acts as the heart of your financial plan.
What can I do in the Financial Reports tile?
The Financial Reports tile gives you detailed insights into your finances.
You can generate:
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Net Worth Report – Overview of assets vs. liabilities
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Budget Report – Breakdown of income and expenses
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Investment Report – Summary of your investment holdings
These reports help you make informed financial decisions.
What information goes into the Financial Info tile?
The Financial Info tile is where you manage all your core financial data.
You can add or update:
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Income sources
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Assets (cash, property, investments)
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Liabilities (loans, debts, obligations)
This information powers your financial calculations and reports.
What is the Personal Info tile for?
The Personal Info tile allows you to manage your basic personal details.
You can update:
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Your name
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Phone number
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Contact information
Keeping this information current ensures smooth communication and account accuracy.
How does Advisor Access work?
The Advisor Access tile lets you connect with financial professionals securely.
With this tile, you can:
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Invite a financial advisor
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Grant controlled access to your plan
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Receive personalized guidance based on real data
Your advisor only sees what you allow them to see.
What can I find in the Knowledge Base?
The Knowledge Base is your support and learning center.
It includes:
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Help articles and guides
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Frequently Asked Questions (FAQs)
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Contact options for additional support
It’s the fastest way to get answers when you need help.
How do I navigate the Pocket Plan dashboard?
Navigation is simple and intuitive:
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Click any tile to open that section instantly
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Use the dashboard as a central overview of your finances
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Jump directly to the area you want to focus on
What should I do after understanding the dashboard?
Once you’re familiar with the layout, the next step is to enter your financial data.
👉 Continue to: Financial Info: How to Enter Your Financial Information
This ensures your plan, reports, and scores are accurate and personalized.
