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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.

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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.

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and track your progress

Create an investment strategy

aligned with your goals

Get next steps to consider

and make adjustments as needed

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.

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