Welcome to Moments

Life comes at you fast. Moments brings clarity to your planning and decision making. Powered by technology (with a human touch when you need it), we help you smartly navigate the moments that matter.

What's on your mind today?

Guidance beyond dollars and cents

Most people know Fidelity as their retirement company. And that's OK. But what’s most important to us is helping you integrate the financial with the rest of life. So whether it's proudly sending your child to college or adjusting to the sudden loss of a loved one, we're here to help tie it all together—before, during, and after.

Use us to understand the full impact of an event, then get action items for what to do now, soon, and down the road.

Step 1


Understand the tradeoffs and implications of the event.

Step 2

Get organized

Gather important documents and view a custom roadmap.

Step 3

Build a team

Assemble your support squad to advocate for your best interests.

Step 4


Take action on the steps that matter most.

Step 5

Get back on track

Recalibrate your goals and money strategies.

When priorities compete, a plan gives peace of mind

We'll help you make balanced decisions so you can live your life with confidence. Because money is the means, not the end.

What makes us different?

Planning for the future means planning for the curveballs, the surprises, and the joyful moments. And we've learned a lot through 70 years of hearing people's stories. Our decades of innovation and industry leadership make us uniquely able to help you navigate life's rockier moments.

It starts with listening. Then we map your priorities to a flexible financial plan—one that make sense for real life. And we help you make the best decisions through guidance when you need it.