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Financial planning

Many people think that financial planning is a once-and-done event that starts with the numbers and ends with investments and pie charts. But that's not what true financial planning is about.

Financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.

What is a personal financial plan?

A personal financial plan is tailored to your unique goals and contains actionable information and recommendations to help get you where you want to go.

How financial planning makes a difference

Having a written financial plan can help you feel more confident and prepared for your future, whether you're nearing retirement or just starting to save.

Ameriprise® financial planning: Initial year

What can you expect from the financial planning process? During the first year, you'll go through several steps as you develop your plan and put it into action.

Ameriprise® financial planning: Ongoing years

After the first year, you'll continue to work with a financial advisor to track your progress toward your goals, making adjustments to your financial plan along the way.

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Neither Ameriprise Financial nor its representatives or affiliates provide tax or legal advice. Consult with your tax advisor or attorney regarding specific issues.

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

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Related information
Financial planning fees

How much does financial planning cost? Fees are based on several factors.

Read about fees

Quiz: Are you financially confident?

Assess how prepared you are to reach your financial dreams, and, based on your score, find simple steps to help you bring your financial goals more within reach.

Download the quiz now

Financial Planning

Did you know?

At Ameriprise, our relationship with clients doesn't stop when we build a plan. We work with our clients to make sure they stay on track over time.