Welcome to the
Lifetime Planner
 

		
    	
		


		
Create a comprehensive plan for your 
financial future — make sure you can 
accomplish your goals (such as buying a 
house or paying for your children's 
education) and ensure a secure retirement.

				
		
		

		
	

	
	
	
	
	

	
    	
		


				
		
    	
		

		
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First, watch a video about the Lifetime Planner.

		


		
Then, to get going on your plan, click 
in the upper-right corner of the screen.


		


		
If you used Money 98Æs Planner, you can view your conversion summary.