When you chose to partner with Vanguard advice, you made a smart decision to invest in yourself and help secure the future you want and deserve. Looking ahead to retirement means considering what's your enough? When you consider how much you'll need in the future, you may not have a dollar amount in mind. You just know you'll need enough. But what that enough looks like is unique for each investor.

For Kim and Pete, enough means retiring early and enjoying time with their grandkids.

For Jamie, it's traveling to all the places she's dreamed of.

And for Mike and Kevin, it's paying for their son's college education.

Our advice, which is grounded in Vanguard's trusted investment philosophy and backed by our innovative technologies, can help each of these investors, and you, reach enough.

We do that by helping to improve your financial outcomes and portfolio performance. But more than that, our advice helps provide clarity on where you are, where you want to go, and how you're going to get there.

It works to increase your emotional well-being by helping you achieve financial wellness and save you time, so you can focus on what matters most to you.

So what does that look like?

Because you were automatically enrolled in Vanguard Digital Advisor®, it’s important for us to get to know you and your unique situation.

After you take just 5 minutes to set up your investor profile, we’ll provide you with an investment strategy that’s tailored for you.

We’ll actively monitor your account over time and provide recommendations to help you reach your financial goals.

As your plans or circumstances change, we might advise you to adjust your spending, consider opening a college savings account, change your asset mix, or delay taking Social Security benefits.

Whatever our recommendations are, their value is in the difference they can make to your life. And we illustrate that value by showing you how following our recommendations can help improve your likelihood of success.

You can always log in and view your success rate to get a clear picture of progress toward your goals. You can also use our planning tools to help improve your finances or update your goals when life brings changes your way.

We're there to provide ongoing portfolio advice and goal planning to our advised clients, so if anything in your situation changes, just let us know. We'll update your plan so it evolves as your life does, maximizing the value of our advice.

The legal details

Whenever you invest, there’s a chance you could lose the money.

Vanguard Digital Advisor's services are provided solely by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Please review the Vanguard Digital Advisor brochure for important details about this service. Vanguard Digital Advisor's financial planning tools provide projections and goal forecasts, which are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. VAI is a subsidiary of The Vanguard Group, Inc. (VGI), and an affiliate of Vanguard Marketing Corporation (VMC). Neither VAI nor its affiliates guarantee profits or protection from losses. 

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