The Charles Schwab logo appears.
Upbeat music plays throughout.
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My Financial Guide
Schwab Retirement Plan Services
All images presented here are for illustrative purposes only.
A desktop monitor appears, displaying the My Financial Guide page.
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My Financial Guide serves up financial topics that matter to participants and can be explored at any pace.
The "Personalize" button on the desktop screen is highlighted and the screen display changes to the Welcome page. On the screen, data about marital status, annual income, and number of dependents is filled in, and the "Next" button is highlighted.
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My Financial Guide is designed to help participants understand how the pieces of their financial lives can fit together.
The desktop screen then displays a question.
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When you think about your financial situation, how do you feel?
Pretty confident
Not sure
Stressed Out
The "Not sure" button is highlighted, and new text appears on the display screen.
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That's okay—we're here to help.
We'll provide guidance on saving for your goals and planning for your future.
A "Got it" button below this onscreen text is highlighted, and the display screen returns to the "My Financial Guide" page. There, the "Emergency Savings" button is highlighted and a question about savings for essential expenses appears, followed by a screen about the importance of saving for at least three months of essential expenses.
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Emergency Savings
Set realistic savings goals and see progress along the way
The display screen then changes to the "My Emergency Savings Goal" page.
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Personalized results
Educational resources
Suggested next steps
The display screen then returns to the "My Financial Guide" page, and the "Debt" button is highlighted.
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Debt
Addresses key topics participants ask about
On the display screen, the first page of the "Debt Questionnaire" appears. This then shifts to the "Create a Debt Plan" page and then a page labeled "Explore student debt options."
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Relevant checklists
Personalized to the participant's situation
On the desktop screen, the Schwab MoneyWise home page is displayed.
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Vast network of resources available to explore at any time
On the display screen, the "Essentials" button is highlighted and a drop-down menu of links to MoneyWise resources appears.
Music stops.
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Schwab MoneyWise® is provided by Charles Schwab & Co., Inc.
Not all features shown here are available to all plans and participants serviced by Schwab Retirement Plan Services.
The information contained herein is proprietary to Schwab Retirement Plan Services, Inc. (SRPS) and is for informational purposes only. None of the information constitutes a recommendation by SRPS. The information is not intended to provide tax, legal, or investment advice. SRPS does not guarantee the suitability or potential value of any particular investment or information source. Certain information presented herein may be subject to change. None of the information contained herein may be copied, assigned, transferred, disclosed, or utilized without the express written approval of SRPS and its affiliates.
Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades, maintenance, or for other reasons.
The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank; Charles Schwab Bank, SSB; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Trust, custody, and deposit products and services are available through Charles Schwab Trust Bank and Charles Schwab Bank, SSB, Members of FDIC. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC, www.sipc.org).
Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.
©2021 Schwab Retirement Plan Services, Inc. All rights reserved. (0821-16TW) (09/21)