Goal planning

Your company’s stock plan benefits can provide significant financial opportunities. Whether you’re looking to stay on top of day-to-day finances, make a big purchase, save for a future financial goal, or even retire, your stock can play a big role in helping you achieve what matters most.

Building a strong financial foundation

Achieving potential financial freedom starts with the basics—like having an emergency fund for life’s unexpected surprises and paying down high-interest debt. Your stock plan benefits can help give you a jump start on these key financial steps and more.


Learn more about the basics

Could your savings work harder?

From choosing investments to saving for retirement and being tax-smart, get Fidelity’s perspective on tackling big financial goals.

Tell us what you’re saving for and we’ll offer up insights, motivation, and tools to help you save smarter and overcome obstacles.

Get tips and tools for planning for the future, choosing investments to help minimize risk, and saving for retirement.

Make the most of your stock with a plan

When it comes to something as important as your financial goals, you really don’t want to leave things to chance. We can help you create a financial plan that includes your stock, so you have a clearer path forward.

We’ll bring your plan to life with a strategy based on your needs, and then take on the work of investing.

Set up a goal, create an investment strategy, and track your progress along the way.

Make better decisions with easy-to-use tools and straightforward insights from Fidelity professionals.

Our mission in working with you

We believe the more we can make investing and financial planning clear and simple, the more confident you’ll be about the decisions you make. And the more you’ll get from our relationship together.

Our mission in working with you

We believe the more we can make investing and financial planning clear and simple, the more confident you’ll be about the decisions you make. And the more you’ll get from our relationship together.

Smarter charitable giving

If your financial goals include philanthropy, you can turn your appreciated company stock into a life-changing gift. Compared with selling your shares and contributing the after-tax cash, donating your stock directly to charity may help you increase your charitable donation and your own tax deduction.

See how much you could give to charities and save on taxes by donating long-term, appreciated stock.

With a donor-advised fund, you can make tax-deductible donations, grow your donation tax-free, and support charities now or over time.

Related resources and actions

Calculators & tools

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Security you can count on

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Straightforward pricing

The zeros add up. No account fees, no minimums to open a retail brokerage account, and $0 commissions for online US stock trades.



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About Fidelity

Since our founding, the reason we exist hasn’t changed—to help secure your financial wellbeing.



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Stock plan glossary

What’s that word? Find definitions for commonly used terms.

Fidelity Learning Center

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