Personal Planning

For 50+ years, we've supported corporate leaders and those with increasingly complex finances through a workplace benefit that delivers planning strategies and guided implementation¹ to help them build wealth, protect assets and optimize time and effectiveness.
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A Dedicated Wealth Advisor

Through planning and guided implementation¹ across financial disciplines, we help optimize time and effectiveness for busy leaders.

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Optimize Benefits

Our advisors are immersed in the nuances of your company's offerings to help employees get the most out of their total compensation package.

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Proactive Risk Management

We help educate employees on new exposure to regulatory and reputational risk (e.g. stock ownership requirements and/or sale windows).

Our advisors provide the guidance employees facing increasing financial complexity need to simplify their life.
Kyle Kinowski
Head of Personal Planning
Insights from Goldman Sachs
Personal Planning

A corporate program offering a dedicated advisor to help employees navigate increasing financial complexity.

Financial Wellness

Solutions to help employees confidently manage their finances — including access to trained coaches, a modernized digital platform, and group education.

SurvivorSupport®

Support for employees and their families following the loss of a loved one.

1. Please note that clients determine if / how financial planning guidance should be implemented. Any implementation of financial plans through Goldman Sachs Ayco or an affiliate is done so by entering into separate agreements.