Set a goal, make a plan, live your life

We can help you create a flexible plan around the things that matter to you, so you can you feel in control and enjoy more of life right now. That's the Planning Effect from Fidelity.

What you get with a plan

Planning for retirement

In just a few minutes, we can show you a snapshot of where your retirement planning stands, while providing ways to build on what you've done.

Explore life's "what ifs"

Spend less? Save more? Change the way you invest? We can show you the impact of different scenarios. And if you like what you see we make it easy to add changes to your plan.

Always know what comes next

When you have a plan we’ll make sure you have an answer to the question, “What else can I be doing?” By providing clarity when you need it most, we’ll help you feel more prepared.

Whether you've already started or have yet to take the first step, we have ways to help you feel better about where you are and where you're going.


We're always here to help

Whether you'd like to create a plan and handle all the investing on your own or want help from Fidelity, we offer a range of options.


Explore what we offer

Not a Fidelity customer yet? We can still help you plan


Know where you stand for retirement in just 60 seconds. Answer 6 simple questions to get your score and additional steps to consider as you save for retirement.


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