- Click Planning.
- Click Planning Tools, and then click Lifetime Planner.
- Click Get going on your plan.
- Enter all required information, and then click Next.
- Repeat step 3 until you get to the Action plan on the Taking the right steps page.
- Review the Action plan, and then click Finish.
To use the Debt Reduction Planner (A tool in Money that enables you to create an efficient plan to pay off high-interest debt and determine how quickly you can do it.) and the Financial Event Modeler, click Planning, and then on the Planning Tools menu, click the tool you want to use.