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Goal Planning

Every goal starts with a plan

We want to help you stay on course as you pursue your financial goals. A complimentary goal planning session with one of our Financial Consultants helps you assess your current financial situation and create a personalized plan for the future that's focused on your goals. Wherever you want to end up, a goal planning session can help make sure you're pointed in the right direction.

Call us at 800-870-9668 to schedule a goal planning session.

We build a personalized plan with you

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Identify your goals

Your Financial Consultant will gather some basic information, review your current investments, discuss factors that can impact your future, and most importantly — ask what matters most to you.
Calculate probability of reaching your goals

Explore scenarios together

We'll collect your information to calculate the probability of reaching your goals. Then you can adjust factors like retirement age, yearly savings, and more to see how much small changes can potentially have a big impact.
Explore changing aspects of your plan to affect probability of reaching goals

Adjust your inputs

We can make it easy for you to explore how changing aspects of your plan can affect the probability of reaching your goals.
Create what if scenarios to see impact to retirement

Stress test your plan

Create "what if" scenarios that take age and basic living expenses into account to see how events like market downturn or an inheritence may impact your retirement.
Financial Consultant talking to client

Leave with a plan

You'll finish your session with an actionable investment plan in hand, the confidence you need to know you're on the right track, and a support system to help you along the way.

IMPORTANT: The projections or other information generated by the TD Ameritrade Goal Planning tool (“Goal Planning”) regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Goal Planning results may vary with each use and over time.

Stay on target after your goal planning session

Sometimes goals change as life happens. That's why our Financial Consultants are always available after your complimentary goal planning session to help adjust your plan as needed.

Schedule your goal planning session today by calling 800-870-9668.
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Explore goal planning insights from The Ticker Tape®

Get started on goal planning

  • Contact us
    Call 800-870-9668 to schedule a conversation.
  • Find a branch
    Visit one of our 175+ branches nationwide.
  • Resources
    Start preparing for retirement on your terms.

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

Check the background of TD Ameritrade on FINRA's BrokerCheck

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All investing involves risks, including the loss of principal. 

Taxes related to TD Ameritrade offers are your responsibility. All Promotional items and cash received during the calendar year will be included on your consolidated Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules.

TD Ameritrade was evaluated against 14 other online brokers in the 2022 StockBrokers.com Online Broker Review. The firm was rated #1 in the categories "Platforms & Tools" (11 years in a row), "Desktop Trading Platform: thinkorswim®" (10 years in a row), "Active Trading" (2 years in a row), "Options Trading," "Customer Service," and "Phone Support." TD Ameritrade was also rated Best in Class (within the top 5) for "Overall Broker" (12 years in a row), "Education" (11 years in a row), "Commissions & Fees" (2 years in a row), "Offering of Investments" (8 years in a row), "Beginners" (10 years in a row), "Mobile Trading Apps" (10 years in a row), "Ease of Use" (6 years in a row), "IRA Accounts" (3 years in a row), "Futures Trading" (3 years in a row), and "Research" (11 years in a row). Read the full article.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2023 Charles Schwab & Co., Inc. All rights reserved.