A Full Financial
Wellness App —
Free When You Join INC
Most people never get a real financial plan because it's expensive, complicated, or intimidating. Pocketnest changes that — and INC members get it at no extra cost.
Already a member? Access your Financial Tracking tool →
3 minutes a week · 10 areas of your financial life · CFP-based curriculum · $0 for INC members
Sound Familiar?
Most People Know They
Should Have a Financial Plan.
Most People Don't.
It's not laziness. It's that every solution out there requires either a financial advisor (expensive), a spreadsheet habit (unsustainable), or hours of YouTube rabbit holes (overwhelming). There's been a gap between knowing and doing — until now.
What Is Pocketnest?
Your Personal Financial
Coach. In Your Pocket.
Pocketnest is a financial wellness platform that walks you through a complete financial plan — in just 3 minutes a week. No jargon. No judgment. Just clear steps, personalized to you.
A Plan Built Around You
Answer a few questions and Pocketnest builds a personalized financial roadmap based on your actual situation — not a generic template.
3 Minutes a Week
No marathon sessions. No homework. Just a short set of weekly tasks that keep you moving forward without taking over your life.
CFP-Based Curriculum
Every recommendation is grounded in Certified Financial Planning best practices — the same standard used by professional advisors.
Behavioral Science + AI
Pocketnest gets to know how you think and respond. It nudges you in ways you'll actually act on — not generic reminders that get ignored.
Budget "Buckets"
Forget spreadsheets. The budget tool uses a simple "buckets" approach — expenses, debt, savings, and investments — and shows you where your money should go.
Progress You Can See
Track your financial health across all 10 areas of your life. Watch the gaps close as you complete tasks and build real habits over time.
What It Covers
10 Areas of Your
Financial Life, Sorted.
Most financial tools only solve one piece of the puzzle. Pocketnest covers the whole picture — step by step, at your pace, in one place.
Why INC Includes This
Before You Invest,
Know Where You Stand.
INC teaches you how to invest. Pocketnest gives you the financial clarity to do it confidently. Together, they cover the full journey — from financial fundamentals to real estate opportunities.
Build the Foundation
Before any investment makes sense, your budget, debt, and savings picture needs to be clear. Pocketnest builds that foundation.
Reinforce What You Learn
INC masterclasses teach the big picture. Pocketnest helps you apply it personally — connecting the dots between education and your real financial life.
Invest with Confidence
When you know your numbers, investing stops feeling scary. Pocketnest gives you the clarity that turns curiosity into confident action.
And That's Just Pocketnest
INC Membership Includes
All of This Too
Pocketnest is one piece of what you get as an INC Club Member. Here's what else is included in your membership:
Weekly Masterclasses
Live financial education sessions open to all members — covering investing, real estate, debt, and more.
Liberty Crowdfund
INC members can invest in Liberty Crowdfund — a private real estate fund built for everyday investors, with low minimum investments.
Active Community
A WhatsApp community of members sharing wins, asking questions, and keeping each other accountable.
Course Library
On-demand courses covering the full INC curriculum — learn at your own pace, revisit anytime.
Ready to Get Started?
Join INC and Get
Pocketnest Free.
One membership. Financial education, real investment access, an active community, and a personal financial wellness app — all in one place.
INC Club Membership Includes:
Already a member? Access your Financial Tracking tool →