What to expect
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- No paperwork necessary. As a customer, all you need to do is log in. We’ll fill in all your necessary financial information and give you the option to include accounts held outside of Fidelity.
- Answer a few easy questions. It’s okay if you don’t yet know the specifics of your retirement income and expenses.
What you'll get
- A needs assessment. We’ll project out your current income, expenses, and assets to help you determine how much monthly income you’ll need, show you the progress you’ve made with your current savings strategy, and suggest what it may take to reach your goal.
- A detailed action plan. We’ll provide a printable report with clear next steps to help you improve your retirement savings strategy.