In conjunction with the launch of Schwab Plan, Schwab has also created an online Financial Planning Hub that features an array of goals-based calculators, tools, and educational planning content to help investors get quick answers on topics such as retirement, saving for college, and buying a home. Our goal with Schwab Plan is to provide investors with a modern planning tool that is similar to what professionals use, but streamlined to make the experience easier and more accessible for people who want to get started planning on their own.” “But we know that not enough people have access to financial planning, whether it’s because minimums and fees are out of reach or because the planning experience is just too complicated or overwhelming. “We believe everyone, regardless of how much money they have, should have access to tools that help them take control of their financial future,” says Cynthia Loh, Charles Schwab vice president of digital advice.
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