Financial Wellness Check-Up 

5 Steps to Jump-start Your Financial Wellness

Want to get a handle on your finances, but aren’t sure how to start? Here’s an easy path to improvement: Download this checklist for steps you can take to get moving along your path to financial wellness. Sometimes one small step is all it takes.

To learn about all the ways Fidelity is helping employees like you get the financial help they need, watch this three-minute video.


Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.