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Planning & Guidance Center

Whether you want to create a retirement plan or develop an investment strategy, we can help you get a holistic view and work towards your investing goals.

Planning and Guidance Center


What to expect

  • Get started quickly. As a customer, all you need to do is log in. We’ll include your Fidelity account information and give you the option to include accounts you hold outside of Fidelity.
  • Easily create or review your goals. We can help you set up or work towards your goals whether you've already figured out the specifics of your retirement income and expenses or not.
  • Explore hypothetical changes. See how different decisions may impact your retirement outlook.

What you'll get

  • A detailed analysis. We'll show you how prepared you are for retirement, how much retirement income you may have, and how long your money may last.
  • A clear plan of action. We’ll provide summary of changes you explored during your session and a printable report with next steps for you to consider.

The Planning & Guidance Center includes functionality previously available in the Retirement Income Planner, Retirement Quick Check, Portfolio Review tools. If you have used any of those tools—or any other Fidelity planning tools—in the past, the Planning & Guidance Center may include your planning information as a starting point.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Guidance provided by Fidelity through the Planning & Guidance Center, Retirement Income Planner, Retirement Quick Check, and Portfolio Review is educational in nature, is not individualized, and is not intended to serve as the primary basis for your investment or tax planning purposes.

IMPORTANT: The projections or other information generated by Fidelity’s Planning & Guidance Center Retirement Analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.