Pocket Planner Inc
Columbia, United States (US) · Information Technology
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#fintech
#wealthtech
#investments
#financial planning
#life insurance
#bitcoin
#retirement
#business planning
Pocket Planner Inc is a Information Technology company based in Columbia, United States (US), founded in 2019, with 2-10 employees. Pocket Planner Inc's profile is verified on Enterprise League.
Overview
Build your financial plan in minutes. Connect with professionals to help you reach your goals.
Pocket Plan is a done for you Financial Model that provides a custom financial plan in minutes. Get your free plan by simply connecting your bank, insurance and investment accounts on our secure platform.
Once your accounts are connected you can view custom reports like:
- Net Worth
- Cash Flow
- Investment
- Monte Carlo
- Social Security
- Estate
- Insurance
Pocket Plan allows you to have greater control over your financial information. It gives you professional grade reports that you can share with our network of professionals like:
- Financial Advisors
- CPAs
- Estate Planning Attorneys
- Mortgage Bankers
- Life Insurance Specialists
Pre-order the app by visiting our website!
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