Goal Planning and Monitoring
Together, we can create and manage your retirement goals.
A financial plan built around your personal goals
Goal Planning and Monitoring is a collaborative tool designed to put you on the path to realize your goals. Together, you and your advisor can create a customized goal plan, test adjustments in real-time, and predict your retirement readiness.
This intuitive, highly-visual resource gives you a snapshot of how various factors can impact how soon and how well you can reach the goals you envision. Your advisor will help you:
- Create goals. It begins by asking key questions like what does your ideal retirement look like and what’s truly important to you and your family
- Identify resources. You’ll get a better understanding of your overall financial picture by viewing all your income and assets in one place
- Understand your risk tolerance. Your advisor can use the GPM tool to help you understand your tolerance for risk and identify scenarios that might help you rethink your long-term investment strategy
- Review results. The main goal of your plan is to get you into the “confidence zone” or “green zone” – the optimal financial position for achieving your goals and to help keep you there over time
Plus, the GPM tool will help you see how changes, small or large, impact the success of your plan and stress-test your choices to help you feel confident that, you can stay on track.
Create a plan today.
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