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Vanguard - guidance and advice - financial planning services

The Vanguard Financial Plan—your own blueprint of financial advice


Advice designed for you

Your planner will tailor a financial plan to fit your situation and preferences. You'll get answers to important questions, such as:

  • When can I afford to retire?
  • Will I have enough saved by retirement?
  • How much can I spend in retirement?
  • Which investments are best for me?

A Vanguard Financial Plan is available free of charge for many of our clients, and at a modest cost for others. Check our fee schedule»

Choose your next step

After you review your plan's strategy with the planner, you can implement it on your own, ask us to help you get started, or simply use the plan as a second opinion for your current investment strategy. The ultimate direction—and the investment decisions—are completely up to you.

Plan basics

All investments are subject to risk.


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The Vanguard Financial Plan is provided by Vanguard Advisers, Inc., a registered investment advisor.


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