Pocket Planner Launches Personal Finance App, Pocket Plan | New

COLUMBIA, MD., November 26, 2021 / PRNewswire-PRWeb / – The Average American Will Pay More $ 280,000 interest during their lifetime. It’s a missed opportunity to build wealth, but one that often goes unnoticed. Pocket Planner Inc. is proud to launch our personal finance app, Pocket Plan, which helps individuals improve their financial literacy and health by connecting users with trusted finance professionals. We provide an all-in-one digital platform to manage financial portfolios. In a matter of minutes, users’ financial accounts can be organized through a dashboard that provides an overview of the user’s financial reports. Here, users can also submit questions about their budget, investments, retirement, etc.

If users need help, they can speak to a personal financial advisor through the app. Advisors are able to recommend resources to resolve financial issues, from employee benefits to setting up a trust fund.

Pocket Plan aims to help families achieve generational wealth. By helping families build wealth, we hope to reduce wealth inequalities and empower the next generation of business owners.

The latest version of the Pocket Plan app, which can now be downloaded from the IOS App Store.

About Pocket Planner Inc.

Pocket Planner Inc is owned by Nathan Garcia, a Certified Financial Planner â„¢ and an Investment Advisor Representative. He has been practicing as a financial services professional for 14 years.

Pocket Planner Inc. is a financial technology company based in Colombia, Maryland. The company is an affiliate member of the Maryland Innovation Center and was founded in november 2019. Nathan recently introduced the Pocket Plan app to a lively audience and panel of judges at the Maryland Innovation Center’s first annual Great Pumpkin Pitch competition, where he was voted # 1 out of five competing startups.

To learn more about Pocket Planner Inc, please visit our website or download the app from iOS App Store.

Media contact

Nathan Garcia, Pocket Planner Inc, +1 8889585697 Ext: 101, [email protected]

Twitter, Facebook

SOURCE Pocket Planner Inc

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