Planning basics

Whether you are working with a Fidelity representative or on your own, it's important to have a plan that helps you navigate life's challenges and opportunities. Remember, a financial plan changes over time, as your goals, portfolio, expenses, and life stages do.

The planning process

Financial planning is an ongoing process that you and your representative can finetune over time to align with your financial goals and resources.


Emotions and planning

See ways to better understand the role that emotions and feelings play in your financial decisions—short and longer term—in all market conditions.


Stress-testing your plan

Once you have a financial plan, it's important to test your assumptions to help increase the probability of success. One way to do this is to determine the potential impact of different retirement dates on your current portfolio.

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Advanced planning

Advanced financial planning can often factor in topics such as tax strategies, equity compensation, long term care planning, and developing a succession plan for your business.