Estimate Time5 min

Event resources: Your money routine, your rules

Key takeaways

  • Understand what a "money date" is and how scheduling them throughout the year can help keep you on track with your goals.
  • Learn the importance of a financial plan, the power of automation, and Fidelity's new budgeting guideline.
  • Explore options for automated investing and investment management. 

We hope you enjoyed the Women Talk Money January 14 event: Your money routine, your way. Here are the resources shared during the event and throughout the presentation.

Event resources

What are money dates?
Learn how—and how often—to have scheduled financial check-ins with you and your partner. 

Women’s guide to finding a financial professional
Here are some of the potential benefits of working with a financial professional and how you can find one you’re comfortable with. 

The importance of planning with your partner
Being fully transparent with your partner can help keep you both accountable and help you reach your goals—together. 

Fidelity NEW budgeting guideline
Learn how to Plan Your Pay with our new, easy 60/30/10 + 15 guideline. 

Help your money grow with automation
Automating your investments and other savings goals can help you reach your goals more efficiently. 

Set up recurring investments now
Ready to get started with recurring investing? Here’s how you can get started at Fidelity. 

Build your FREE financial plan
Use our Planning & Guidance Center to help you create a financial plan that works for you. 

What are managed accounts?
Learn the difference between financial planning and investment manage and what options you have to work together with Fidelity.

What is a robo advisor?
Here’s what you need to know about digital advisors and how they work. 

Get started with Fidelity Go®
Let us handle the investing, so you don’t have to.

Call us for help

Have questions? Call 1-800–FIDELITY (800-343–3548) and ask us anything! Or click the “Get started” button below to find a Fidelity professional near you.

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We'll meet you where you are on your financial journey and help you get to where you want to be.

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Investing involves risk, including risk of loss.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Fidelity Go® provides discretionary investment management, and in certain circumstances, non-discretionary financial planning, for a fee. Advisory services offered by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. Strategic Advisers, FBS and NFS are Fidelity Investments companies.

The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.

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