Find Branch Contact Us Chat Search Log In charles SCHWAB Open an Account Accounts & Products Advice Pricing Insights Why Schwab How to reach your goals Calculators & Tools complimentary Plan Schwab PlanTM Take control of your tomorrow with a financial plan: At Schwab, every client can get a complimentary financial plan to help reach their retirement goals. You can get access to a complimentary plan with any Schwab account: Already client? Legintoget VOur complimentary_plan Schwab Plan in 3 easy steps Open an account Read transcript Here's what's inside your financial plan: $