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Deferred CompNYCE IRAFinancial WellnessAccount Access

Individual Financial Consultations
Financial Wellness Videos
Webinars and Seminars
Retirement Planning Tools
Women's Financial Roundtable
Women's Roundtable Videos
Agency Request for Worksite Seminar

Individual Financial Consultations

Financial Wellness Videos

Webinars and Seminars

Retirement Planning Tools

Women's Financial Roundtable

Women's Roundtable Videos

Agency Request for Worksite Seminar


FINANCIAL WELLNESS CENTER

NOTE: You can choose to have your individual consultation performed either
over the phone, or in-person, at the Plan's Financial Wellness Center.

Individual Consultation/Personal Financial Planning Service

During your consultation, you will meet with one of our Certified Financial Planner™ professionals for a presentation of your personal Financial Plan. You are welcome to include your spouse, partner or anyone you wish to the consultation.

There is a one-time fee of $25 for your individual consultation which includes:

A 90 minute discussion of your goals and a review of your current situation.

A hard copy personal Financial Plan, which is provided to the participant at the completion of this session.

An opportunity for you to address one or more of your financial questions such as college planning, estate planning or major purchase decision.

Impartial and unbiased education. Our CERTIFIED FINANCIAL PLANNER™ professionals are salaried and non-commissioned. Their only interest is your interest.

How to Get Started
Click the “Get Started” button to request an Individual Consultation.

Get Started

IMPORTANT: You must be a NYC Deferred Compensation Plan/NYCE IRA participant to take advantage of this service. If you are not already enrolled, please visit "How to Enroll" for information about becoming a DCP participant.

Contact Information

For your convenience, there are 2 ways to contact the DCP Financial Wellness Center.

Address your message to: dcp_financial_planning@nyceplans.org

Telephone
Call us at 212.306.5050 Monday through Friday 9AM – 5PM

Our Certified Financial Planner™ professionals are salaried and do not sell or recommend any products. In this way, they are impartial and unbiased. Certified Financial Planner™ professionals abide by the Code of Ethics of the Certified Financial Planners Board of Standards that mandates that their concern is only that of their clients.

A Few Quotes From Our Participants:

Request an Individual Consultation