Setting and achieving your financial goals can be daunting without the right help. Can I save more? What do I want to do in retirement? If something changes, am I prepared?
While dozens of variables can affect your financial goals, partnering with an Edward Jones financial advisor, you can get organized so you can have confidence in your future.
Financial Foundation is an exclusive, state-of-the-art tool designed with you in mind. Together with your financial advisor, you enter your specific information:
--your savings, investments, expenses,
And, then view how each of those variables ladders up to your overall goals.
Thinking about making some adjustments? It's easy to see how little changes can make a big difference.
In your first meeting with your financial advisor, you'll use Financial Foundation to see exactly where you are on your financial journey. You can review all of your goals, time horizon for each goal and personal risk tolerance… You can develop specific action items to help you achieve your goals on your schedule. And then, when Life changes come, you and your financial advisor can make adjustments to keep you on the most efficient path to meet those financial goals.
Financial Foundation is one way Edward Jones provides digital solutions to fit your lifestyle, whether you're just getting started or you're ready to make some changes.
Ready to see where YOU stand? Schedule a meeting with an Edward Jones financial advisor today. We can't wait to see you.