When we talk through your financial priorities, it's always free as part of your workplace plan.
For example, we can help you:
Find ways you can jump-start your short or long-term goals with even a small amount.
See if you're on track for the retirement you dream of.
Discuss your portfolio.
Talk about your goals and get your questions answered.
How to prepare for your meeting
You don't have to spend a lot of time or effort getting ready to meet with us.
Take a few minutes to think about what's important to you and what's on your mind financially. If this is new to you or you don't have time, we can talk through it together.
Make sure you can log in to your account and take a quick look through your portfolio. If you have investments anywhere else, it will also help to know how much you have so we can include it in our discussion.
Jot down a list of any questions you might have. If you aren't sure what to ask, here are a few that can get you started.
- Am I on track for retirement?
- Are all my accounts invested?
- Am in invested correctly for my goals?
