Benefits of financial planning - Planning can help more than your finances

A personalized strategy from J.P. Morgan makes it easier to stay on track, and helps you gain confidence as you work toward your goals.

What planning can do for you


Stay on track - Defining a strategy moves you forward

With a strategy in place, you can rest assured that you're still working toward your goal, no matter what happens along the way.

Planning can help you handle changes

There are some things you can anticipate, but even for the things you can’t, a strategy can help keep your goals in sight.

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Gain confidence - Acknowledging where you are helps you set realistic goals

Take some time to consider how you feel about your current financial situation, and you'll feel more confident moving in a new direction.

How confident do you feel about your financial future?

Click to explore the different levels of confidence.

Start planning - Let’s plan for your goals. Not just your finances.

Prepare for retirement

No matter where retirement is on the horizon, we’ll work with you to design a retirement strategy that helps you make the most of life today — and sets you up for the future.

Learn about retirement planning

Save for education

There are many ways to pay for your family’s education—from 529 plans to student loans. We’ll help you understand each option and how it fits with your goals, so you can plan more holistically.

Learn about education planning
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Build wealth for what matters

Our wealth planning strategies take your short- and long-term goals into account, whether you’re thinking about things like caregiving for your family, buying a home, philanthropy or estate planning.

Learn about wealth planning

Prepping for your first conversation

Here are a few things to think about as you start to get ready for your first meeting with your advisor.

Thought starters
  • How do you feel about your financial and investment knowledge?
  • What is the number one thing you want your money to do for you?
  • Do you feel you have enough to accomplish what you’d like to?
  • How involved do you want to be in day-to-day financial decisions?