Scroll down to the life stages. A line draws across the five stages, each one lights up as it is reached, and the line carries on off the edge of the page: on to the next generation. Then hover over any stage: the light glides back to it and the stages still ahead dim. On a phone, tap a stage.
Planning across life stages
From Today to the Next Generation
01PROTECTWhat matters today
02GROWTowards your goals
03PRESERVEWhat you’ve built
04PLANFor what comes next
05TRANSFERAcross generations
Your financial priorities can evolve over time. Taking a longer-term view can help connect the decisions you make today with the future you envision for yourself and those who matter to you.