
No matter your life stage, it’s important to save, invest and plan for your future – but this can sometimes feel overwhelming to prioritize. At Northrop Grumman, our financial planning resources are designed to support your unique short- and long-term goals. To help you reach those goals, we launched a three-part series in Q1 with tailored financial education to meet you where you are. You can access the on-demand recordings on the Total Rewards Gateway.
Whether you joined the series or are just starting your financial wellness journey, a good next step is to register for a 1:1 consultation with a Fidelity workplace financial consultant. Keep reading to learn what you can expect from a 1:1 with Fidelity and stay tuned for more financial education opportunities coming this year!
Why should I schedule a consultation?
It’s an opportunity to speak privately with a Fidelity workplace financial consultant who will get to know you, your goals and what’s on your mind financially. They’ll help:
What topics might I discuss during my consultation?
Topics include retirement, benefits optimization, saving and investing, budgeting, debt management and protection. Your consultant can also help you answer questions like:
How should I prepare?
To help assess your needs, it’s recommended that you come prepared with statements for your retirement and savings accounts, including 401(k) and 403(b), from current and former employers, and from other investments such as brokerage accounts, IRAs, any mutual funds and other bank accounts. Additionally, be prepared to discuss any anticipated or unanticipated life events that could impact your plan/strategy.
Can my spouse, domestic partner or family member attend?
Yes, spouses, planning partners and other family members are welcome to participate.
What happens after I schedule my consultation?
After registering through Fidelity, you’ll receive a confirmation email with a Zoom link to attend a virtual session with your workplace financial consultant. Be sure to check your internet connection and test audio and video settings prior to your consultation to ensure a positive experience. During your session, your consultant may provide next steps or actions to help you continue prioritizing your financial future.
Financial security is important to your total well-being. Register for your complimentary consultation now or call the Northrop Grumman Benefits Center at 800-894-4194 to speak with a licensed representative Monday through Friday from 8:30 a.m. to midnight ET (most services).
This consultation is for educational purposes only and will not involve providing specific investment advice to you.
Investing involves risk, including risk of loss.
A link to third-party material is included for your convenience. The content owner is not affiliated with Fidelity and is solely responsible for the information and services it provides. Fidelity disclaims any liability arising from your use of such information or services. Review the new site's terms, conditions, and privacy policy, as they will be different from those of Fidelity's sites.
The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.
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