Fidelity’s Planning & Guidance Center is designed to help you create a holistic financial plan or investment strategy and monitor your progress. In this video you will learn how to interact with the Planning & Guidance Center to create or revise your plan or investment strategy, review an analysis of your plan or strategy, and explore the potential impact of certain changes.

Next steps to consider

Use the Planning & Guidance Center

Get a holistic view of your retirement plan and explore changes that may help you become better prepared.

How much to plan for

Use the calculators and tools to help take the guesswork out your retirement planning.

Learn about retirement planning

Review retirement planning articles, courses and services.