Create a lifetime plan

Create a lifetime plan

To create your plan the first time:

1 Go to Lifetime Planner.

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Planner.

2 Click Lifetime Planner.

2 Click Next in the upper-right corner.

3 Follow the instructions on the screen.

4 Click Next again, and continue to follow the on-screen instructions.

On the last screen, you'll see an Action Plan based on the information you enter.

To update your lifetime plan:

YouÆll want to modify your plan from time to time. When you do, follow these steps.

1 Go to Lifetime Planner.

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Planner.

2 Click Lifetime Planner.

2 In the left pane, click the name of the place where you want to modify information.

3 Enter your updates.

4 In the left pane, click Results to see how your changes affect your lifetime plan.

1 At the top of the left pane, click the down-arrow

2 Click the name of the planner you want to use.