Make progress toward your goals on your timeline

Create a free plan to see your current financial picture and how to make progress toward your short- and long-term goals.

Plan today

What do you get in a free plan?1

Screen showing the spending goal within Fidelity’s Plan Summary experience.

Your finances all in one place

Organize your finances to help make more informed decisions. See your detailed spending activity, debt paydown strategies, and your current net worth all in one place.

Opportunities to grow your savings

Build an emergency fund, save for a home, prepare to retire comfortably, or save more consistently by taking the 52-week challenge.

Screen showing an emergency fund savings goal, as an example of a savings goal within Fidelity's Plan Summary experience.
Screen showing Fidelity’s Plan Summary experience, including net worth, along with spending and saving goals.

Flexibility with your financial plan

Make informed changes to your plan at any time to accommodate shifting needs or goals.

Let's get your free plan started

See how the Fidelity planning experience can help you reach your goals.

Make progress on your free plan

Match your financial goals with the right account

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