The Pocket Financial Planner



The Pocket Financial Planner mobile app lets you compare yourself to a series of financial planning benchmarks to identify your individual strengths and weaknesses. Comparing yourself to these proven benchmarks will show you what parts of your financial plan are in good working order, and what parts need to be overhauled.

Use "The Pocket Financial Planner" to see how close you come to meeting our proven benchmarks for:
- Housing debt
- Consumer debt
- Total debt
- Cash reserve
- Savings rate
- Portfolio size
- Life insurance

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