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Pocket Plan

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byNathan Garcia
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What is my Pocket Plan?

Your Pocket Plan is a single view of your finances shared with key stakeholders. It’s a current and comprehensive view of all of your accounts and financial health. Creating your Pocket Plan gives you the ability to make faster decisions, have better information and spend less time managing your finances. The ability to test improvements to your Pocket Plan using Scenarios helps to improve your decision making ability. By sharing your Pocket Plan with key stakeholders like your Financial Planner, Investment Advisor, CPA, Attorney and others you can collaborate in real time to make better financial decisions.

Your Pocket Plan Includes:

  • Net Worth Report
  • Cash Flow Report
  • Investment Report
  • Retirement Score
  • Board of Advisors

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How to use your Pocket Plan

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Sharing your Pocket Plan

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Pocket Plan best practices

  1. Account Security
  2. Testing Scenarios
  3. Connecting with An Advisor
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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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