If you’re comfortable using online tools, these resources can help you learn, plan and choose:

Personal Money Checkup
Uncover your financial strengths and opportunities, and find tips and tools to help you get where you want to be.

Planning and Guidance Center
Use this site to model and plan for your financial goals.

Portfolio Rebalance Service
The ups and downs of the stock market shift your investments, making it important to review and rebalance periodically. Fidelity’s Portfolio Rebalance Service allows you to set your asset allocation and rebalance on an as-requested or automatic basis. You can also elect to receive notifications that your percentage has strayed from your desired investment mix to help you determine when it’s time to rebalance. Please note that this service takes into account your entire portfolio, including Chevron stock.

To access this service, log on to NetBenefits. From the ESIP home page, follow these links:

  • Investments
  • Change Investments
  • Exchange Multiple Investments
  • Start Your Rebalance

Fidelity Income Strategy Evaluator
Find the right mix of income-producing investments to meet your needs while living in retirement. The tool helps you develop a strategy for converting savings into income, including what specific investments to make, the amount and type of funding account.

Roth 401(k) Modeler
View example scenarios showing differences between Roth and pre-tax contributions.

College Savings Calculator
Find out if you’re on track to meet your college savings goals.

Social Security Claiming Strategy
See how different strategies could increase your Social Security benefit.

Online Workshops
Learn about a variety of topics, including choosing investments, balancing financial goals and preparing for retirement. Attend from any computer or mobile device.

  • Live workshops offered daily (Monday through Friday).
  • On-demand workshops available anytime.

This is a central source for finding educational articles, videos and much more.