Benefit
D-H employees are offered, as a benefit resource, individual counseling sessions with independent Financial Fitness Advisors.
Appointment
We understand how busy you are. We will meet with you over the phone or via Zoom with expanded hours available. Call, email, or
Preparation
To get the most of your meeting time, we ask that you supply us with some information at least 3 days before your scheduled meeting.
NEW! Self-Service Booking
During these stressful times, while you are working hard to keep the region healthy, we are here to keep you financially well. Whether on the phone or through Zoom, our advisors can help you wherever you are – Saturday and extended hours available.
The Benefit
Help shape your long-term financial goals!
Through the Financial Fitness Advisors, your D-H benefits offer, at no cost to you, to meet with our independent advisors, attend our seminars and presentations, and utilize the financial calculators provided to you through our website. Your benefit includes two annual meetings, one for financial fitness, the other regarding student loans (either yours’ or your child’s). Your annual meeting runs about an hour long. While under the threat of Covid-19, you have a choice of meeting via Zoom or over the phone. Please feel free to include your spouse, partner, friend, or financial professional. Your meeting info can always be found in your email or text confirmation.
Financial Fitness Advisors does not collect commissions or sales fees; our advice is solely for your benefit and, generally, paid for by Dartmouth-Hitchcock.
Services
- Evaluating risk tolerance
- Investment fund selection
- Projecting total expected retirement income
- Review of beneficiaries
- Investing for children’s education
- Student loan review and guidance
- Emergency funds
- Growing net worth
- Property purchases
- Personal Debt
- Asset distribution at retirement
- Estate matters
- Need for benefits like death, disability, long-term care, and others
The Team
Our well-educated group has diverse areas of expertise.
Financial Calculators
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from your Financial Fitness Advisors professionals regarding all personal finance and investment issues.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from your Financial Fitness Advisors professionals regarding all personal finance and investment issues.