Creating my plan
|myth:||A financial plan is too complicated.|
|truth:||A financial plan is as simple, or as complex, as you'd like. It's up to you.|
Use our Life Stage Planner
Try the Life Stage Planner. It's a fun tool that will help you identify or confirm issues that people at your life stage often face. Answer a few quick questions and we'll give you some financial topics to think about.
Stay focused and on-track, review your plan regularly and keep it current.
What parts can make up my plan?
Your plan will change and grow over time as your needs and goals evolve. It can start with a simple list of your goals and a spending plan. It can grow to include more parts later on.
See a case study [PDF, 2 pages, 115 KB] about how Lisa and Michael worked through their financial plan.
There's a lot of choice - Do I need an advisor?