T. Rowe Price Planning Service

Your financial adviser will contact you to go through your plan in detail. The conversation lasts 30-60 minutes depending on your situation. Don’t worry about preparing—your financial adviser is here to connect all the pieces and help with any questions you and your partner (if applicable) have about your plan. You can rest assured knowing:

• Our financial advisers are salaried professionals with no sales commissions, so you can be confident your needs come first.
• Your financial adviser is supported by our in-house teams of investment and asset allocation experts, and CERTIFIED FINANCIAL PLANNER™ professionals.
• You decide if the plan is right for you and whether to act on our advice. There’s no obligation or pressure.

Yes – when creating your plan, we include any accounts you identify. This can be your current T. Rowe Price investment accounts as well as non-T. Rowe Price accounts.

Your T. Rowe Price retail accounts will be automatically included in our analysis, including: mutual fund accounts, T. Rowe Price Brokerage investments in IRA or taxable accounts, etc.

To include your 401(k), SEP IRA, SIMPLE IRA, or Education Savings accounts serviced by T. Rowe Price, simply give us your permission in the Terms of Service.

Yes – you can enroll in the service with just $250,000 with assets in qualifying T. Rowe Price accounts or new investable assets.

T. Rowe Price account types that qualify:

• Individual or joint investment accounts
• Brokerage accounts
• Traditional, Roth, or Rollover IRAs

The following account types don’t qualify or count toward the minimum. However, you can include them in your financial plan to provide us with a more complete view of your financial situation.

• SEP IRA and SIMPLE IRA accounts
• Workplace Retirement Accounts (e.g., 401(k), 403(b) accounts)
• Education Savings Accounts

Not sure if you qualify for this service or which accounts are eligible? We can help. Call 1-877-301-9767.

Our team of experts creates your personalized plan based on your current financial situation and goals. You benefit from our proprietary analysis and the insights of T. Rowe Price investment and asset allocation experts and CERTIFIED FINANCIAL PLANNER^™ professionals. CFP^® professionals are trained to take a comprehensive view of financial situations and have completed robust competency and ethical requirements under professional standards governing CFP^® professionals.

Your financial adviser is here to connect all the pieces. During your appointment, your financial adviser will go through your plan in detail and help with any questions you have.

It’s important for us to have up-to-date information about your financial situation when we create your plan and make recommendations. Our Planning Service is meant to provide point-in-time advice based on your current situation and goals. This service does not include ongoing monitoring of your accounts.