We hope you are enjoying the Women Talk Money Women's History Month series. Here are the resources shared during the March 11 and March 18 events and presentations.
March 18 event resources
11 financial goals
Learn examples of financial goals and how you can reach them.
Create a free financial plan
Use our Planning and Guidance center to help you create your own financial plan.
Try our “spending” dashboard
Already a Fidelity customer? Use this tool to help get organized.
Learn more about “money dates”
Regularly scheduled financial check-ins can help you stay on track and hold yourself accountable.
Help your money grow with automation
Automation can help you save more and take one thing off your to-do list.
Step-by-step financial checklist
How to create a financial plan in 16, easy-to-follow steps.
Fidelity’s easy budgeting guideline
Consider using our 60/30/10 + 15 framework.
Women’s guide to working with a financial professional
Here's what you need to know about working with a financial professional and how they can help.
What are managed accounts?
Learn about professional money management and how to tell if it may be right for you.
What to know about investing through volatility
Investing through market downturns can test your emotions but it’s important to keep a positive perspective.
Money moves that may help reduce taxes
Take advantage of opportunities designed to help you keep more of what you make.
How to invest your money
Use this step-by-step guide to choose and manage your own investments.
Find the account for you
Use this tool to browse different account types and learn the benefits of each.
March 11 event resources
Our special Women’s History Month series
Register here to make sure you don’t miss an event.
Set up recurring investments
Automating your investments can help you free up your time and lower your overall stress.
Find out which account might be right for you
Take our quick quiz to learn more about our account options—and which might be a good fit.
Learn about the benefits of automation
Find out how automating your investing could help you save and invest more.
What’s a money date?
Read up on how a scheduled financial check-in can help you stay on track for your goals.
Ways to work with us
Explore how Fidelity can work with you to help create a plan and investment strategy, from digital options to 1-on-1 professional help and management.
Women’s guide to working with a financial pro
Got questions about working with a financial pro? Here’s some helpful guidance.
5 steps to master your money
Help take control of your finances and open yourself up to more options.
Career planning library
Find resources to help you make the most of your job and future opportunities.
Life events library
Navigating a big life change? Our resources can help guide you.
