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.