Pocket Plan Client Guide - Pocket Plan App

Pocket Plan Client Guide

Get started building your personal Pocket Plan with this quick start guide.

Nathan Garcia

Get started using the Pocket Plan app with this Client User Guide.

Whether you’re a first time user or someone who uses Pocket Plan daily, this guide will help answer questions about how to get more from this app.

You’ll quickly and easily understand how to navigate the app, security settings, sharing and more when you review this 30 page pdf guide.

The guide is a comprehensive introduction to the Pocket Plan mobile app and different financial reports.

What to Expect

You’ll be able to manage your finances faster and easier than before when you follow the instructions in this guide. Each Financial Report that is available in Pocket Plan is covered and explained in an easy way that makes personal financial management less intimidating.
Pocket Plan is designed to do all the hard work for you, so that you can focus on making better financial decisions to help reach your financial goals faster.

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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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