Fidelity Personalized Planning and AdviceFidelity Personalized Planning and Advice

Helping employees manage their increasingly complex lives with financial planning and advice that includes ongoing support for their broad financial priorities

Where employees need help

New research reveals the struggle and challenges facing today's employees, the help they want, and the difference professional advice can make.

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Broader help and greater value

All delivered through a highly personalized experience that provides the support your employees are asking for.

View what's new
  • Help me plan

    Their personal planning dashboard now includes broader financial priorities so we can work with employees to track their plan and help them make progress.

  • Help me invest

    New investment activity visual summary makes it easier for employees to see and understand what we’re doing for them along the way.

  • Help me stay on track

    More proactive engagement, including expanded annual checkups, reminders, and dynamic content aligned to their specific investment needs, helps employees see progress towards all their goals.

A personalized journey for each employee

Employees told us where they wanted more help. And we delivered. Here’s how the live help and digital enhancements could come together for Joe and Rebecca.

Joe’s journey

After enrolling in Personalized Planning & Advice, Joe sets up an appointment with a planning consultant. He’s wondering, “With so much going on, where do I focus?”

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Rebecca's journey

Just five years from what she thought would be her retirement, Rebecca’s husband passed away and now she’s wondering, “Am I still on track? I really want to start spending more time with my grandkids.”

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After enrolling in Personalized Planning & Advice, Joe sets up an appointment with a planning consultant. He’s wondering, “With so much going on, where do I focus?”
Just four years from what she thought would be her retirement, Rebecca’s husband passed away and now she’s wondering, “Am I still on track? I really want to start spending more time with my grandkids.”