The My Plan Summary chart provides a lifetime view of your financial plan, helping you visualize your financial journey over time. It highlights key milestones and important events, giving you a clear picture of how your plan unfolds and what to expect along the way.
Why This Matters
See your timeline at a glance: Quickly understand how milestones like retirement, major expenses, or life events impact your finances.
Connect your choices to outcomes: Adding personal events helps you explore how each decision affects your plan over time.
Plan with confidence: A visual, personalized view of your lifetime plan makes it easier to align your actions today with your long-term goals.
Pro Tip: Regularly update your My Plan Summary chart as your goals and life events change to keep your plan accurate and meaningful.