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Pocket Planner Inc
Information technology & services
Founded in 2019
Columbia, MarylandPocket Planner Inc
Information technology & servicesFounded in 2019Columbia, Maryland
EmployeesPocket Planner Inc's financial review
Employees
2
Pocket Planner Inc information
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- Investmen...
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- InsurancePocket 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 SpecialistsPre-order the app by visiting our website!
Pocket Planner Inc industries
Fintech
Wealthtech
Investments
Financial planning
Pocket Planner Inc's financial review
Employees
2
Employee Metrics
Technologies
Domain Name Services
Email Providers
Other
Hosting
CSS and JavaScript Libraries
Retargeting
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Employees
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