“Support When It Matters Most: Your Financial Wellness, Personalized by Life Stage”
What is Pathwise Financial Wellness?
At Pathwise, we know that financial wellness isn’t one-size-fits-all. That’s why we built a personalized experience designed to meet you where you are. Whether you’re focused on raising a family, planning for retirement, or just getting started, our Life Stages by Pathwise model ensures you’re supported every step of the way.
We’ve teamed up with both legal and financial experts to help you understand how estate planning fits into your life now—and how to get started with confidence.
The Power of Life Stages:
Guardian Plus and Retirement Plus
Through your employer-sponsored Financial Wellness Benefit, you gain access to two distinct tracks designed to fit your current needs:
Retirement Plus – For those 50+ or thinking about retirement, Retirement Plus provides specialized support in income planning, Social Security optimization, and investment management strategies that help you plan your next chapter confidently.
Guardian Plus – For employees with children or caregiving responsibilities, Guardian Plus provides tools and education to manage college savings, life insurance, estate planning, and family budgeting.
How to Use Your Benefit
Getting started is easy:
Access ongoing education, tools, and monthly webinars to deepen your knowledge.
Take the Pathwise Financial Wellness Assessment.
Receive a custom Life Stage plan tailored to you.
Schedule a one-on-one appointment with a financial advisor, CPA, estate attorney, or insurance expert.
Real Testimonials from Employees
“The Guardian Plus support changed the way we think about college savings and budgeting for our kids. It’s not just information—it’s action.”
— Alex, Airport Employee“I’m two years from retiring and was completely overwhelmed. Pathwise helped me create a plan that gave me peace of mind.”
— Sandra, Maintenance Lead
Why It Matters:
Financial stress affects every part of life. By taking full advantage of your Pathwise Financial Wellness Benefit, you gain clarity, confidence, and support—so you can focus on what matters most.
What’s Next?
Join our upcoming monthly webinar to learn more about how Life Stages by Pathwise can transform your financial future. Whether you’re just starting out or planning your retirement, we’re here for you.
👉 Schedule a 1:1 Appointment or Take the Assessment Today.
Investment advice offered through Integrated Partners, doing business as Pathwise Financial Group, a registered investment advisor.