Financial Wellness

Pathwise Group Financial Wellness

Pathwise group financial wellness is an engagement software that provides employees access to financial wellness solutions. It is meant to act as the one-stop shop for your personalized financial wellness.

 

How it Works

  • Collect valuable insight about where you need to focus
  • Easily accessible regardless of your location
  • Personalized, year-round education and engagement,
  • One location for all things financial wellness, whenever
    you need
  • Personal financial support for you
  • Unlimited access to financial advisory support

    Pathwise can analyze your financial situation associated with:

    • Long-term care
    • Retirement planning
    • Life insurance
    • Tax efficiency planning
    • Student loan relief
    • Employee financial dashboard