Meet With a Fidelity Workplace Financial Consultant
When scheduling a meeting, be sure to select Virtual Appointment under Appointment Type. In-Person individual meetings are not available under this program.
If you have a 457, DROP, or Money Purchase account at Fidelity, did you know that you have access to a dedicated financial advisor who can help you reach your investment and other financial goals, for free?
Zach O'Hayre, a Fidelity Workplace Financial Consultant, makes in-person visits to FPPA departments, meeting with Members one-on-one to answer questions and give holistic financial advice—not just advice related to their investment funds at Fidelity. If you’re unable to attend a meeting at your department, Zach can also meet individually on Zoom by request.
- What is your current financial situation? Can you provide details on your income, expenses, assets, and liabilities?
- What are some of your financial goals? E.g. do you have a specific target balance, large purchase or expense coming up, or a lifestyle change you’re trying to prepare for? Or are you simply trying to optimize your investment allocations?
- What are your short-term and long-term financial priorities? Which goals do you want to achieve in the next 1-5 years, and which are 10 years or more away?
- What are your retirement plans? At what age do you plan to retire, and what kind of lifestyle do you envision during retirement?
- How comfortable are you with taking risks in your investments? Do you prefer conservative, moderate, or aggressive investment strategies?
Ready to get started? Click this link to schedule a virtual meeting.