Living Your Dreams Through Life Planning

Making your dreams a reality starts with a plan. At First Citizens Bank, financial planning isn't all dry facts and figures. It's about you, your dreams and helping you make the best decisions today to get where you want to go tomorrow.

Whether you're planning for a new home, college, retirement or something else, our online tool guides you through the steps to establish obtainable goals, address any concerns you have, and develop a plan that's easy to understand—and designed to change with you and your goals as life goes on.

Intuitive tools help define where you are today and where you want your future to go, from current investments to Social Security income to property values, vacations, and beyond.

Then, a powerful algorithm goes to work, comparing over a thousand market scenarios to see how your plan is likely to withstand real-world conditions. You can tailor the plan and see what works to give you the best chance to achieve your dreams.

At the end of the day, you'll have a solid plan with a clear path—as well as a team of advisors to help you every step of the way—towards making your dreams a reality.

Your life, your dreams, your goals. First Citizens Bank—helping you plan today for a bright future tomorrow. To get started, schedule an appointment today.