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The Lifetime Planner is an important tool for helping you plan your financial future. It helps you set goals for key life events such as retirement, buying a home, and sending your children to college. Then, it helps you determine what financial decisions you need to make to reach those goals—for example, how much you need to save each month, and what rate of return you need from your investments.

What can I do to plan for major life events?

What do I need to know before getting started?

  • Where is Quicken Financial Planner?
  • How does the Lifetime Planner work?
  • How does the planner use your information?