To end up where you want to be, you need a financial plan. Here are some important steps to help you define and meet your financial goals.

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SAVING AND INVESTING: A ROADMAP is a free booklet that helps people think about their financial plan, assess their current situation, and learn about investment types, including risks and taxes, and how to protect oneself from common pitfalls. It also includes links to retirement and college saving calculators.

U.S. Securities and Exchange Commission
Resource Categories
Information, Tools
Resource Type
Booklet/Pamphlet, Website
Grade Level
Adult Consumer, 7th grade, 8th grade, 9th grade, 10th grade, 11th grade, 12th grade, College & young adult
Target Users
Adult Consumer, Student, self-directed study
Jump$tart Standards
FDM1 - Recognize the responsibilities associated with personal financial decisions, FDM4 - Make criterion-based financial decisions by systematically considering alternatives and consequences, FDM8 - Use a personal financial plan, I1 - Explain how investing may build wealth and help meet financial goals, I2 - Evaluate investment alternatives, I4 - Investigate how agencies protect investors and regulate financial markets and products

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