Mapping Your Future

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:

  1. 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.
  2. Enter your financial information: Tell us about your assets, investments, and sources of income.
  3. 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.



Walt Bettinger

President & CEO

Next Steps

Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

IMPORTANT: The projections or other information generated by Schwab Plan™ regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.

Schwab Plan is available to clients at no cost, but any investments you ultimately make may incur costs such as advisory fees.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.