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 or are just getting started.
Explore potential changes. See how different decisions may impact your outlook.
What you'll get
A detailed analysis:
- Retirement planning: Find out how prepared you are for retirement, how much retirement income you may have, and how long your money may last.
- College savings: Get an estimate of college costs and see how much you may need to save.
- Investment strategy: Get an in-depth analysis of your portfolio and explore different approaches to help align with your goals.
- Something else: Whatever else you want to work toward—a car, an emergency fund, a vacation, charitable giving, or a house—we can help you create a plan.
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.