Financial planning tools & investment guidance

Whether you're looking to plan for retirement, college, or something else, you can use the Planning & Guidance Center to build a clear plan and an investment strategy around your goals.

Not a Fidelity customer? Use this tool as a guest

Put our investment and financial planning tools to work for you

Our tools give you the ability to plan for multiple goals, explore different investment strategies, and receive guidance that you can use to improve your outlook.

Set up a goal

and track your progress

Get next steps to consider

and make adjustments as needed

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This video can show you how to put the power of our financial planning tools to work for you as you look to build an investment strategy or make changes to your existing plan.

Create or modify your plan today

As a customer, all you need to do is log in. We'll include your Fidelity account information and give you the options to include accounts you hold outside of Fidelity.



Not a Fidelity customer? Use this tool as a guest

Ready to get started?