Build your board of advisors with our membership based wealth management practice truly designed around our client’s needs.
We work with your advisors just like you would, but we offer more benefits. A Pocket Plan membership makes it faster, easier and more enjoyable to look after your wealth. All for just $179 per year.
Connect to on-demand advice over video. Message our advisory team. Manage accounts and book appointments in just a few taps.
All of our providers have access to your complete Pocket Plan – so you can get truly personalized advice wherever you work, live or travel.
From account questions to planning issues to specialist referrals, our advisory team is here to help guide you through the wealth management maze.
It's time to start enjoying your next phase of life. Get clear about your financial needs. Even better answer your biggest questions. Your Freedom Plan is a custom tailored financial model for your future. Click the button below to start building your Plan today.
60 Days To Try It & Love It or Your Money Back
We’re serious about helping you get results. So, if for whatever reason after you’ve built your Freedom Plan using Pocket Plan and helped improve your finances..if after multiple conversations and meetings you’re not happy then we’ll refund your entire payment.
Why would we do this?
First, because it’s literally never happened before.
Second, because we’d rather lose money than take a hit to our reputation.
So, you can make your purchase with 100% confidence that you’ll get a custom built Freedom Plan with zero financial risk to you.
In this 60 minute meeting we discuss your goals and views on retirement. Your priorities and concerns will help us navigate how to make the plan the most meaningful to you.
Now that you’ve built your Freedom Plan, it’s time to start improving your Retirement Score. We’ll discuss how to run Scenarios to decide your course of action.
The numbers are back and you’ve chosen a scenario that is realistic. Learn how to keep track with your improvements to ensure you keep up momentum.
Now that you have a plan for future success, it’s time to execute. We’ll discuss how to connect with advisors and what to expect moving forward.
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5850 Waterloo Rd, Suite 140
Columbia MD, 21045.
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