Sometimes, you just need to know you're headed in the right direction

As a customer with workplace and personal accounts at Fidelity, you have access to planning help, services, and specialists. Schedule a free planning consultation.


Meet with a planning consultant to:


Talk about your goals and get your questions answered.


Review your overall retirement strategy.


Discuss your portfolio.


Connect with advisors on investing, wealth management, and more.

Schedule a free planning consultation

Frequently asked questions