Fidelity’s Planning & Guidance Center is an educational tool 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.
Whether you are just beginning the transition from working to retirement, or have recently retired, it’s probably a good time to assess your plan for supporting the lifestyle you want in retirement.
Watch this video to learn how to navigate the Fidelity Guided Portfolio SummarySM to look at your portfolio through analysis and gain insight as to how to proactively manage it.
Planning and Guidance at Fidelity
Explore the Planning and Guidance Center today.
System availability and response times may be subject to market conditions.
The illustration was created using hypothetical data and does not reflect actual customer information. Any screenshots, charts, or company trading symbols mentioned, are provided for illustrative purposes only and should not be considered an offer to sell, a solicitation of an offer to buy, or a recommendation for the security.