JOIN THE

#1 Financial Social Network

JOIN THE

#1 Financial Social Network

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IN ACTION

Pocket Advisor is the #1 Financial Social Network for 1st Generation Millionaires. Where We Do Money, Together™

Whether you are already there, or on your way, Pocket Advisor is the place to come and connect with a like-minded community of people who are all about financial Freedom. Gain access to our free and premium resources that will help you along your journey.

Our mission is simple, to help you transform your relationship with money.

Real Advisors. Real Accountability. Real Results.

Real Advisors.

Real Accountability.

Real Results.

Our Money Milestones Mission

4 Billion
in Life Insurance Coverage

100 Million
in Investmentable Assets

10 Million
in Total Savings

5 Million
in Debts Eliminated

20,000
Estate Plans

10,000
700 + Credit Scores

ONE COMMUNITY

THAT DOES IT ALL TOGETHER

Will you be counted in the numbers?

Most financial tools simply tell you what you should or should not do, regardless of how it fits into your lifestyle and what you are currently experiencing. Pocket Advisor aims to be human-friendly and not just send you notifications about your over spending habits, but you help guide you into making decisions that still feel right for you and your lifestyle and align with your goals.  Imagine someone knowing your financial goals and habits, proactively helping you before a not-so-smart financial situation. That’s Pocket Advisor! Human-Friendly Financial Accountability.

Proactive.

Not reactive simply telling you about what already happened. Duh. Pocket Advisor helps you make smart decisions before it happens.

Personal.

We use information that you share to provide insights that will be relevant to your personal financial life.

Practical.

No complex money jargon, just real actionable advice and accountability.

COACHING

Get real-time advice and motivation from real experts to keep you from making the wrong money moves.

COMMUNITY

Connect with like-minded wealth builders & Legacy leavers to stay connected with while you crush your Money Milestones.

CLASSES

Access to live classes with top money experts

COURSES

Want to dive deeper into certain topics, take our courses to really accelerate your growth.

CHALLENGES

Not reactive simply telling you about what already happened. Duh. Pocket Advisor helps you make smart decisions before it happens.

CHANNELS

Not reactive simply telling you about what already happened. Duh. Pocket Advisor helps you make smart decisions before it happens.

PRICING

Financial Accountability, Reimagined. Join the #1 Financial Social Network Today! Select The option to gain access to our advice channels that best suit your needs.

$49/month

  • 24/7 Access to our community of 1st Gen Millionaires
  • Proactive money updates, Alerts & Insights to hold you accountable for
  • Access to Build Your Money Team Network (coming soon)
  • Access to Unlimited Advice Channels
  • Access to #Ask Penny, unlimited private money chat to get your questions answered from a financial coach, not a bot
  • Access to exclusive live classes & Q&A
  • Access to courses & programs
  • Monthly Money Challenges

$499/year (2 months free)

  • 24/7 Access to our community of 1st Gen Millionaires
  • Proactive money updates, Alerts & Insights to hold you accountable for
  • Access to Build Your Money Team Network (coming soon)
  • Access to Unlimited Advice Channels
  • Access to #Ask Penny, unlimited private money chat to get your questions answered from a financial coach, not a bot
  • Access to exclusive live classes & Q&A
  • Access to courses & programs
  • Monthly Money Challenges