Benefits of Financial Planning

Planning Can Help More Than Your Finances

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

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What Planning Can Do For You

Here are three ways planning can help you:

Stay on Track 
Gain Confidence 
Achieve Goals 
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.

Michael Liersch
"There's a relief and introspective joy in seeing your opportunities. It lets you focus on 'how am I going to live my best life', and take advantage of those opportunities."

— Michael Liersh, PhD, Global Head of Wealth Planning & Advice at J.P. Morgan
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.

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.

Picture of Christian
"Because I know my team is looking at my whole picture–banking, investing, and business—I feel confident pursuing new opportunities."

— Christian, Chase Private Client since 2015 †

How confident do you feel about your financial future?

Click to explore the different levels of confidence.

Achieve Goals

It All Starts With Choosing a Direction

Working together with someone to define your goals can help you feel even better about your strategy. But first, start thinking about what's most important to you.

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Writing down your goals makes you 33% more likely to achieve them. 1

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?

Access More Knowledge

Insights for Private Clients

J.P. Morgan insights and thought leadership provide timely market insights, information about retirement, and more.

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Planning

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The Bucket List: Can you fund your lifestyle—for life?

Will you be able to reliably provide for your lifestyle in any market cycle?

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Planning

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What does it mean to Plan Yourself Free?

Imagine having not only confidence when it comes to your financial future—but also a sense of freedom to live life on your own terms. That’s what you get when you work hand-in-hand with a J.P. Morgan Private Client Advisor to plan for what’s ahead. Leaving you to focus on the things that really matter to you.

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