What you get with Schwab Intelligent Advisory:

Interactive, online planning
Plan for retirement, college and more. Connect your financial accounts (401(k)s, 529s, IRAs, mortgage, etc.), and find out if you're on track to meet your goals. Start the online planning tool with no obligation, and create a view of your financial future.

Access to a CFP^® professional
Schedule a complimentary video or phone consultation with a planning consultant who is a Certified Financial Planner™ professional. During the appointment, you'll fine-tune your plan, get recommendations for a diversified portfolio, and come away with an action plan to get you on track toward your goals.

Intelligent techand unlimited professional guidance
Our robo-advisor will monitor your portfolio daily, automatically rebalancing it as needed, to help keep you diversified and on track. You can revisit your plan anytime, and will have access to a CFP® professional as well as 24/7 support when you need it.