Investing · May 26, 2022

Living Your Dreams Through Life Planning

Building a plan to turn your lifelong dreams into reality doesn’t have to be all about dry facts, figures and investment profiles. In fact, life planning done well starts far from your advisor's desk. It starts with your own hopes and dreams.

Picture yourself living the best life possible. Does it include travel? A paid-off house? A secure income? All of this and more? Once you think of what you want, your banker can help you compare notes with your spouse and family to see what's most important for everyone. Then, using sophisticated software and years of experience, they can build plans for you that'll tell you what you need to do—and when—to steer your life where you want it to go.

It's that simple. And it can start with nothing more than some daydreams and a visit to your nearest First Citizens branch.

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.


A few financial insights for your life

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This information is provided for educational purposes only and should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. First Citizens Bank (or its affiliates) neither endorses nor guarantees this information, and encourages you to consult a professional for advice applicable to your specific situation.

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