Planning Tools

A two-way digital experience for financial planning

A powerful, sophisticated goals-based financial planning software used to design a personalized, high-quality financial plan based on your financial goals.

Account Overview

My Snapshot

View your financial plan at a glance, including progress to date and your confidence measure for meeting your long term goals.

SCENARIOS

Play Zone

Try out new scenarios in the Play Zone® by adjusting factors such as your age of retirement, how much you spend on each goal, how you invest and how much you save. Instantly see impacts to your confidence measure and send changes directly to your planner.

Collaboration

Two-way Experience

Collaborate with your planner as goals, needs and concerns change. Your planner can send you a plan and see any adjustments you make on your side.

Get access to the tool and start creating an online financial plan

Investment Solutions

Investment Solutions

Whether you consider yourself a novice or pro at investing, we're here to help you navigate the complexities of your portfolio while you choose how much or little control you want.
Learn more about investment management
Retirement Planning

Plan for the future of your dreams

We'll help you reach your retirement goals through smart planning.
Learn more about retirement planning

First Citizens Wealth™ utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

For more information about FCIS, FCAM or SVBW and its investment professionals, click the links below:

FirstCitizens.com/Wealth/Disclosures

SVB.com/Private-Bank/Disclosures/Form-ADV

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

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