Financial Counseling

Financial Counseling

Whether you’re just starting out or nearing retirement, having a clear picture of where you are and where you hope to be can help you reach your financial goals. Fidelity Workplace Financial Consultants are available to help with a variety concerns, including:

• Creating a budget and emergency fund 

• Understanding debt 

• Learning about how pre-tax savings accounts can help you save money 

• Creating a will, trust or estate plan 

• Tackling taxes 

You’ll also have access to tools, such as FidSafe, where you can upload and keep your important documents in one place, information about tackling taxes and more. Choose from general information, informative webinars or 1:1 consultations. Simply call +1 800 343 0860, visit netbenefits.com or download the NetBenefits mobile app to get started today

Additional 401(k) & Financial Program Resources