Once you and your Fidelity representative decide that engaging our Advanced Planning team makes sense for your personal situation, we’ll begin the process of identifying the right specialist, while also providing you with action items designed to make your first meeting, as well as any subsequent meetings, more efficient.
Getting the most out of your meeting
To help you maximize the value of your engagement with the members of the Advanced Planning team, here are a few things you can do to prepare:
- Feel free to share any existing documents you'd like reviewed prior to your meeting. You can do this through your representative using MyVault.
- Think about any topics you'd like to cover, using this guide (PDF). You can provide these to the Advanced Planning team through your representative, or simply bring them to your meeting. The Advanced Planner can use these to help facilitate the conversation, develop a better understanding of your goals, and identify any follow up items for subsequent meetings.
Our process
As part of your Fidelity team, each Advanced Planning engagement starts with a focus on you and your unique circumstances. The Advanced Planner, alongside your Fidelity representative, will work to help you identify solutions tailored to your specific goals and concerns. A typical engagement might be structured as follows:
Discover
Uncover your unique goals and objectives
Assess
Review your current position and progress toward your goals
Collaborate
Identify potential solutions and next steps to help strengthen your plan
Next steps
As an outcome of your initial meeting, your team, including your Fidelity representative, will create a blueprint designed to help you move forward. While there is no one type of outcome based on this meeting, we try to assemble a series of action items for you, your Fidelity representative, your Advanced Planner, and any outside professionals with whom we’re collaborating.
From there, as part of your extended Fidelity team, your Fidelity representative can re-engage the Advanced Planning team to support any ongoing planning needs.
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As part of your engagement with members of our Advanced Planning team, you may need to reference different types of documents, such as copies of (not originals):
- Will or living will
- Power of attorney
- Health care proxy
- HIPAA release
- Trust documents
- Any customized Advanced Planning documents
Keeping these documents up to date and accurate can be a critical part of helping to maintain your plan. To help facilitate this, you'll have access to MyVault for all your documents. This will not only ensure all your important information lives in a single place, it also allows for secure, team-wide access, which makes collaboration easier.
As your life circumstances change, it is important that you keep your Fidelity representative informed, so that they can support you and work with the Advanced Planning team as appropriate to help update your plan accordingly.
