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Money Matters.
Coaching helps.

Paying off debt. Making ends meet. Saving money. Some months are easier. Other months set you back. Thanks to your employer, Fidelity’s Financial Wellness Coaches are here to help you make progress, at no cost to you. There’s no judgment or jargon. Just easy-to-understand explanations and help with action plans for you.


 

Schedule time with a Coach

Our program focuses on helping you achieve 5 goals: Lower Tax Bill, Improve Cash Flow, Reduce Debt, Raise Credit Score and Save for a Goal. Depending on where you’re at, we can help with all five or just one. Call us as many times as you need.


We help make each goal more achievable through…
 

1


WATCH

a short video to build your knowledge

 

2


LEARN

through an activity to help you organize

3


CALL A COACH

who will bring it all together into simple next steps for you

WATCH THIS VIDEO
 

Meet the Coaches

 


Now pick a goal or schedule time with a Financial Wellness Coach to help you get started.

Schedule time with Coach
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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.

The trademarks and service marks appearing herein are the property of their respective owners.

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

Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

© 2025 FMR LLC. All rights reserved.

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