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Personal Membership

Financial Advice, without the noise

A modern approach to wealth management

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.

"Pocket Plan makes it easy to see my financial health "

- Jorge P.

Chantilly, VA

What you get with membership

Connect to advice 24/7

Connect to on-demand advice over video. Message our advisory team. Manage accounts and book appointments in just a few taps.

Easily book appointments at 73+ of our offices

All of our providers have access to your complete Pocket Plan – so you can get truly personalized advice wherever you work, live or travel.

Get help navigating the system

From account questions to planning issues to specialist referrals, our advisory team is here to help guide you through the wealth management maze.

Net Worth Statement

Get a snapshot view of all your assets & liabilities

Cash Flow Statement

A single page listing your income & expenses

Investment Report

A review of your investment accounts & holdings

My Retirement Score

A model that predicts the odds of running out of money before age 85. Customize with unlimited scenarios.

Pocket Plan Technology Bundle
Net Worth

A Snapshot of all of Your Finances

View all of your assets & liabilities in one easy to read document.

Cash Flow

Track Where Your Money Is Going

Get familiar with where your money is going with an expense report that shows your Essential, Non-Essential & Savings

Investment Overview

All your Investments in One Place

View all of your investment accounts in a single report that shows asset allocation and account type

Wealth Timeline

How Long Your Money Could Last

View a model of your future longevity using a Monte Carlo calculator. View current assumptions or your own scenarios.

Advisor Directory

Connect with top Financial Professionals

Share your Pocket Plan with licensed professionals to help you answer questions about Taxes, Insurance, Investing & Planning.

Isn't It Time to Take Control?

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.

$179 per year

100% Money Back Guarantee

60 Days To Try It & Love It or Your Money Back

Our team will build your plan and if you don't love it, we'll buy it 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. 

BONUS: Weekly Office Hours For Great Support!

Week 1: Discovery Meeting

Getting to Know You, Your Goals and Desired Outcome

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. 

Week 2: Getting Clear About Your Finances

Sharing Initial Findings and Confirming Your Details

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. 

Week 3: Putting a Scenario into Action

Outlining A Successful Path Forward In Retirement

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. 

Week 4: How to Get Help If Needed

Putting the Finishing Touches on Key Actions For Your Future

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. 

A Simple View of Your Future

Income Planning

Define your projected income through age 95 and discover how to make the most of it.

Investment Management

Keep track of your investment portfolios with a concise view of all investment accounts and their holdings.

Estate Planning

Help your family maintain their lifestyle and manage your assets based on your intentions.


Per year

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5850 Waterloo Rd, Suite 140

Columbia MD, 21045.

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