How to work together
1. Schedule your free call
- Use our online toolLog In Required to pick a day and time that’s convenient for you.
- When you get a confirmation email, let us know that it’s still a good time to meet.
- Working together is always free as part of your workplace plan.
2. Think about your goals
- Take a few minutes to think about what’s important to you and what’s on your mind financially.
- Estimate what you might need for your long-term financial goals. It can be very general.
- If this is new to you or you don’t have time, we can talk through it together.
3. Review your accounts
- Make sure you can log in to your accountLog In Required.
- Take a quick look through your portfolioLog In Required, particularly if you have multiple accounts.
Ready to talk?
800-642-7131
939760.1.1