How we build your financial plan together
Get to know each other
Every great relationship starts with open, honest communication. We want to hear what makes you tick—the people and things you care about, your goals, and your financial journey to this point. Feel free to include your loved ones in our conversation. The better we know you, the more we can help you.
Identify your opportunities
Once we gather your information, we can use our advanced technology to analyze whether you're on track to meet your short- and long-term goals. We can also illustrate how a few adjustments here and there might improve your overall outlook.
Create your evolving plan
Finally, we'll work with you to turn our analysis into a plan for your full financial picture, including asset allocation, income diversification, and other factors critical to your success. And as your life changes, your team can help you adjust your plan so you feel more confident about the path forward.
"One of the most important aspects of wealth management is listening. If someone isn't listening, then how can they help you?"
Dylan Sanders, VP, Wealth Management advisor
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Other than with respect to assets managed on a discretionary basis through an advisory agreement with Fidelity Personal and Workplace Advisors LLC, you are responsible for determining whether, and how, to implement any financial planning recommendations presented, including asset allocation suggestions, and for paying applicable fees. Financial planning does not constitute an offer to sell, a solicitation of any offer to buy, or a recommendation of any security by Fidelity Investments or any third party.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917