Pocket Plan App 4+

Retirement Investment Budget

Pocket Planner Inc

Designed for iPhone

    • Free

iPhone Screenshots


Plan and manage your retirement. Use Pocket Plan to provide current & accurate professional grade financial reports, for free. You can access your custom reports instantly after you sign into your financial accounts.

By using real account data from your Checking, Savings, 401k, IRA and other accounts, we map your current Retirement plan. This plan looks at your Income, Expenses, Savings and Investment Performance. You can see a total view of your finances from today until age 86.

Your plan's health is shown with your Retirement Score. You don't need to know any finance or do any learning. Instead, just check your Retirement Score.

Your can test different ways to improve your Retirement Score using Scenarios. These scenarios allow you to adjust inputs like how much you save, when you retire & how much you spend. Update a single number or many to see what the impact is on your Retirement Score.

Your account comes with desktop access as well. This is where you will be able to see all of your information and access additional tools.

What’s New

Version 1.4.2

Fix: Client ratings in advisor home screen

App Privacy

The developer, Pocket Planner Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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