Click here to see information about 2025 benefits

Financial Wellbeing

Personal financial coaching

Free financial coaching to support your financial goals

Employees who are eligible for our retirement plans, as well as those who have a balance in the plans, can get free, one-on-one financial coaching. This is a wonderful benefit that can help you create a financial plan for your unique needs:

  • Pay off debt (student loan, credit card, etc.)
  • Save for a life event (buying a home, college tuition, etc.)
  • Plan for retirement
  • Investing in your retirement plan

Fidelity, who administers our retirement plans, offers this free and confidential service with workplace financial consultants who are dedicated to the employees of our health system. They are licensed financial professionals with years of experience helping people plan for their financial future.

They are available to connect in person, by phone or virtually to help you reach your financial goals in any stage of life.

Schedule a meeting with one of the health system’s dedicated Fidelity Workplace Financial Consultants, Craig Fischer and Ben Wright.

Get help by phone

Speak to Fidelity’s dedicated team of phone-based planners at 800-642-7131, 7:30 a.m.–8 p.m. CT.

Resources