Personal financial advice

With your Fidelity® Personalized Planning & Advice account, answers to many of your financial questions are just a 30-minute call away.

Here are some of the benefits of financial advice

  • Speaking with a financial advisor can help you feel more confident and informed when making financial decisions.
  • You can learn new strategies or new ways of thinking about your financial picture while collaborating with an advisor to build a flexible financial plan.
  • A financial advisor can help you discover financial goals, understand your options, and identify next steps to take.

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What should we talk about on your next advice call?

Here are just some of the financial focus areas Fidelity advisors can discuss and coach you through on your unlimited 1-on-1 calls. Over time, we'll also be able to answer many of your other financial questions—big or small—and help guide you through the important financial decisions in your life.

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Creating a plan for your financial goals


Get help designing a plan that's in line with the goals and priorities you have for your money.

 

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Planning for retirement


Find out how much you'll need for retirement and explore ways to save for it.


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Building a budget


Discover smart spending and savings habits that will help make every dollar count.


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Managing debt


Strategize steps for reducing debt that make sense for you and your current lifestyle.


More ways to get Fidelity's guidance

DIGITAL COACHING

Saving for college
We've highlighted 5 bite-sized steps, along with other helpful information, to help you start saving for your child's future.

What our advisors say about coaching

Making an impact

"1-on-1 coaching sessions are the most rewarding work I do. It's amazing the impact we can have spending time talking things through with a Personalized Planning & Advice client. Every member of our coaching team looks forward to personally helping them." – Brittney H., Personalized Planning & Advice Associate

Finding the right balance

"Saving plays a big part in reaching financial goals, but so does investing money. I love working with clients to help them find a way to make every dollar work harder. This way they can find a balance between paying off debt and saving or investing toward things like retirement." – Rodel C., Personalized Planning & Advice Associate

Questions about coaching?