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Schwab Plan™

Take control of your tomorrow with a financial plan.

At Schwab, every client can get a complimentary financial plan to help reach their retirement goals. You can get access to a complimentary plan with any Schwab account.

Here's what's inside your financial plan:

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    Retirement Goals

    Tell us when you plan to retire and what you need for expenses to support your lifestyle.

  • Finances icon

    Finances

    Include your income, investments, and assets.

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    Results & Action Steps

    You'll get your probability of reaching your goals and steps to take action. 

Create your financial plan and see the probability of your success—in three easy steps.

Because we believe saving for retirement is one of the most important goals, your complimentary plan will help you see what it will take to retire the way you want. 
 

Fill out a short questionnaire.

Start by entering your goals, like when you plan to retire and how much you'll need for expenses to support your lifestyle. Then input your financial information like your income, investments and assets.

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See your probability of reaching your goals.

Advanced technology runs 1,000 simulated market projections with your input to generate the probability you will reach your goals. Stress test your plan with an interactive tool that lets you see the impact of adjusting your retirement age, expenses, and more.

Review your plan and take action.

We'll help you understand your probability of reaching your goals and what steps you could take next to put your plan into action. You can update your plan as life changes so you stay on track.

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Talk to a Schwab professional about financial planning.