NOTE: While our offices are closed, individual consultations will be performed over the phone instead of in person.
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:
How to Get Started
Click the “Get Started” button to request an Individual Consultation.
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.
For your convenience, there are 2 ways to contact the DCP Financial Wellness Center.
Address your message to: firstname.lastname@example.org
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.