Your Go-to Guide for Financial Planning

There are certain milestones that when reached can help you achieve your financial goals. Use this checklist as your financial planning cheat sheet.

by NEA Member Benefits

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Financial planning solutions for members

Self-Guided Planning

Choose investments and create your own portfolio to take advantage of a lower cost profile. We’ve curated clear online tools and guidance to help you set up, monitor, and manage your savings.

Learn More about Self-Guided Planning

Professional Planning

Partner with an NEA Retirement Specialist who will work with you to design and manage a retirement savings program that meets your unique needs.

Learn More about Professional Planning

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Your Financial Planning Checklist