When faced with complex decisions like planning for retirement, people tend to act before thinking carefully about what they really want to accomplish.
That's why we introduced the 7-step Retirement Goal Planning System®: to help you step back and think about what you want to achieve, what you're missing and what matters most to you.
Composed of an iPad app, a new book by Shlomo Benartzi and a range of supplemental materials, the Retirement Goal Planning System ® offers a new kind of "thinking tool" to help you break down a complex problem like retirement into a series of manageable "thinking steps."
Each step addresses specific challenges identified by the field of behavioral finance—
where finance and psychology meet.
Explore more using the links to the left, and talk to your financial advisor about how to use the system to translate your goals into an effective financial strategy.