Know where you stand

Whether you're preparing for retirement or in retirement, our Planning and Guidance Center tool analyzes your situation and identifies what steps you may need to work on.

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Analysis to help you make informed decisions

Retirement planning

Find out how prepared you are for retirement, how much retirement income you may have, and how long your money may last.

Investment strategy

Get an in-depth analysis of your portfolio and explore different approaches to help align with your goals.

A clear plan of action

We'll provide a summary of changes you explored during your session and a printable report with next steps for you to consider.

It just takes a few simple steps

1. Answer a few quick questions

Just log in and get started. As a customer, we'll include your account information.

2. Modify for different outcomes

Find out where you're at, and what you may need to work on.

3. Take action on your plan

Consider implementing changes that may help improve your outlook.

Ready to get started?

Not a Fidelity customer? Get started as a guest