Retirement. Your child’s education. A new home. What are your goals?

Create your personalized financial plan in about 20 minutes.

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Only have five minutes? Try our Quick Planner.

Your next great financial decision is only 6 steps away.

Get a quick preview of the tools, advice, and the plan by watching our demo video.

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How It Works

Our financial planner helps you make sense of your financial goals so that you can act with confidence.


    Combine savings and debt goals in one plan.


    Get a personalized financial forecast.


    Choose a strategy from our recommendations.

Receive an action plan you can use.

Learn how to start and stay on track—all with support from ATB Investor Services experts.

Put your plan into action with easy online requests, and scheduled plan reviews
We’ll recommend a solution and show you the monthly amount you need to reach your goal
Combine your important savings goals and pay off debt targets with a personalized plan