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.

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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

Track your spending, saving, and debt each month to find a financial strategy that works based on your priorities.

Opportunities to grow your savings

Save for your goals like setting up an emergency fund, saving for a home, or retiring comfortably—all within your financial planning experience.

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.

Make progress faster, discover financial independence

Work and retirement look different for everyone. Our financial independence planner gives you personalized instructions for how to strategically allocate your savings, manage your debt, and maximize tax benefits.

Explore the financial independence journey

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

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