According to Schwab’s 2019 Modern Wealth Survey, just 28% of Americans have a documented financial plan—yet research shows that writing down your goals makes you more likely to reach them. That’s why we’ve launched Schwab Plan, a complimentary service for Schwab clients that can help put a finer point on your ideal retirement.
We’ll help you create your retirement road map in three easy steps:
- Set your retirement goals: Tell us when you’d like to retire, how much money you’ll need to support your lifestyle, and how comfortable you are with risk.
- Enter your financial information: Tell us about your assets, investments, and sources of income.
- Get your results: In as little as 15 minutes, we’ll show you the probability of funding your financial goals, a recommended asset allocation, and steps to get on track.
Once you’ve created your financial plan, we can help you take action—or connect you with a financial professional who can devise an investment strategy tailored to your needs.
At Schwab, we believe it’s never too early—or late—to start planning for the future. And Schwab Plan is a powerful new way to start working toward the retirement you envision.
President & CEO
What You Can Do Next
Get started with your Schwab Plan today.