Financial Planning

FinancialConnect^® is a digital financial wellness hub, designed to assist you in managing your daily finances while working toward your longer-term financial goals. You and your family members have unlimited access to a team of qualified experts, including Certified Public Accountants (CPAs), Certified Financial Planners (CFP^®), and other financial professionals who are ready to provide guidance tailored to your needs.

If you're facing a challenging legal issue and aren't sure where to begin, LegalConnect^® is here to assist you. This program offers unlimited phone consultations with a dedicated team of attorneys who can provide expert guidance on a variety of matters, including divorce, adoption, estate planning, real estate, and identity theft. If needed, you can be referred to a local attorney for a complimentary 30-minute consultation, along with a 25% discount on subsequent fees.

EstateGuidance^® makes it easy to create your estate plan online through a tool that allows you and your family members to create essential legal documents, including a last will and testament, a living will, and directives for your final arrangements. EstateGuidance^® simplifies the entire process by guiding you through a series of thoughtful questions, breaking down each step into clear, easy-to-understand terms. You can access this valuable resource anytime, anywhere, ensuring that your wishes are clearly articulated and legally documented with ease.

Caregiving for your loved ones is made easier with a range of comprehensive resources designed to support you throughout the caregiving journey. You can access online tools that help you organize and share vital information, establish a personal care team, and participate in virtual support groups. There are also savings plans specifically designed for individuals with disabilities and their families, allowing them to save and invest while preserving access to crucial public benefits.

You can make the journey of buying, repairing, and selling your home much easier with a range of exclusive resources. With access to a specialized real estate referral network, you’ll be connected with experienced agents in your area who can help you find the perfect home. Plus, if you have home improvement projects in mind, you can connect with top-rated contractors for everything from minor repairs to major renovations through a dedicated concierge program.

You can take proactive steps to protect yourself and your family financially when you choose from three exclusive identity theft protection plans that come with significant discounts compared to similar consumer options. Plus, you can simplify the process of organizing your estate with a free online estate planning tool. If you ever need legal assistance, finding a local, experienced attorney is easy through an online directory that features independent reviews. You also have on-demand access to notary services, providing you with convenience whenever you need it.

You can take charge of your personal finances with a range of supportive resources designed to help you thrive. For debt assistance, you can access counseling from a not-for-profit credit agency that offers a free initial session and substantial discounts on debt management plan setup costs. Fidelity Goal Booster, along with a Fidelity Cash Management Account, makes it easy to save for your financial goals, track your progress, and stay motivated. With affordable saving and investing options, the Fidelity Goal Booster provides a simple, guided experience for planning your savings.

You can effectively prepare for and pay for college by exploring a flexible, tax-advantaged 529 plan to help you save for your children's qualified education expenses. You can compare competitive, personalized prequalified rates for new private student loans and refinance existing loans through a trusted platform, where you might also qualify for a special bonus. To support your children's academic success, take advantage of discounts on SAT or ACT preparation classes and college counseling services.

Take control of your financial well-being with a comprehensive financial wellness checkup from Fidelity, designed to help you assess your current situation and identify areas for improvement, and explore the NetBenefits learning hub for a wealth of tools and resources tailored to support your financial goals. In addition, Fidelity’s Life Events program offers guidance for navigating significant milestones, such as starting a family, buying a home and more!