How to review strategies in the planning tool

Now that you have entered your goals, the "Planning" tab will appear. Here, you will find suggested strategies based on your preferences to help you take action towards your goals. These may include savings tips, investment approaches, or planning adjustments tailored to your situation. Select the "Strategy details" button to learn more about what the suggested strategy means and how to implement it.

Then, you can choose to:

• Apply strategies that feel right for you.
• Skip any that you’re not ready to act on.

This flexibility allows you to build a plan that matches your comfort level and financial readiness.

Once you've applied some strategies to your plan, you can generate a personalized to-do list to help you take action. This list includes practical steps created from your applied strategies to help you stay organized and move forward with confidence.

To generate your personalized to-do list, navigate to the "To-do list" tab and select "Generate to-dos."

Once your personalized to-do list is populated, you’ll be able to:

• View details for each task to understand what’s involved.
• Adjust the due date for each task.
• Check the box next to each task once you've completed it.
• Delete items from your list if they’re no longer relevant or you’re not ready to take action.

This flexibility helps you stay organized and focused on what matters most.