Pathwise Financial Wellness · Employee hub
Feel better about money, one small step at a time.
Your financial wellness benefit gives you a quick check-in, real people to talk to, and fresh, practical learning every month. Start wherever you are.
3–5 minute assessment
1:1 time with a professional
New topic every month
Take SAGE, then review it with the team.
Offered through your employer as part of your benefits.
Start here
What’s on your mind right now?
Pick a topic to jump to articles, guides and webinar replays from the Pathwise team.
Spending, cash flow, goals
Including student loans
At every age
Filing and planning
Insurance and risk
Wills and beneficiaries
Giving, checklists, deadlines
What’s included
How it works
Three simple steps. Go at your own pace.
Technology with a human approach: a quick snapshot, a real conversation, and learning all year.
1
Assess
Take the SAGE Financial Wellness assessment. It takes just 3–5 minutes and gives you a snapshot of where you are today.
2
Meet
Book 1:1 time with the Financial Wellness Concierge Team to review your results, or to talk through any other question or goal.
3
Learn
Get tailored education all year: a topic of the month by email, a live webinar each month, and on-demand guides and replays.
Topic of the month · November 2026
This month
Gratitude, Giving & Year-End Planning
November is a natural time to pause and say thank you. Recognize how far you have come this year, think about the way you want to give, and get ready for year-end decisions, one calm step at a time.
Progress reflection
Name your wins, big and small, and notice what worked.
Charitable giving
Give in ways that reflect your values and fit your budget.
Year-end decisions
Retirement contributions, benefit elections, beneficiaries, accounts.
Small steps
Pick one decision and put a short planning session on your calendar.
Tax rules and deadlines depend on your individual situation, so review year-end tax questions with your tax professional.
Coming in December
Year-End Financial Wrap-Up & Looking Ahead
Celebrate your progress, check key deadlines early, and build momentum into 2027. Live webinar Wed, Dec 16.
Quick tool
Your year-end planning checklist
Work through these at your own pace before the calendar turns. Bring anything you want a second set of eyes on to a concierge meeting.
From the November 2026 guide and webinar.
- Reflect on this year’s progress and write down your wins
- Choose how you want to give this season, and keep records of your gifts
- Review your workplace retirement plan contributions with your plan administrator
- Review your benefit elections and coverage
- Confirm your beneficiary designations are up to date
- Review your savings, debt, and account statements
- Write down your year-end tax questions for your tax professional
- Pick one or two priorities for the year ahead
Webinars
Live each month. On demand anytime.
Live webinar
NOV
18
Wednesday, November 18, 2026
Online (Zoom) · 1:00 PM ET / 10:00 AM PT
Gratitude, Giving & Year-End Planning
In this session, you’ll learn:
- How to reflect on this year’s progress and set your intentions for the next one
- Ways to think about charitable giving as part of your overall financial plan
- A year-end planning checklist: what to review and what questions to bring to your tax professional
Live webinar
DEC
16
Wednesday, December 16, 2026
Online (Zoom) · Time to be announced
Year-End Financial Wrap-Up & Looking Ahead
In this session, you’ll learn:
- A financial year-end checklist you can use right away
- How to review and celebrate your progress from this year
- Which deadlines are worth checking before the year ends, and who to ask
Registration link coming soon
On demand · Feb 2026
17:08
Taking Control of Your Cash Flow and Debt
February Financial Wellness Webinar on budgeting, cash flow and debt strategy.
Watch the replay →
Learning library
Read something useful in five minutes.
Articles, monthly guides and explainers from the Pathwise team, grouped by topic.
Monthly guide
Year-end
Financial Health Checkup Before the Year-End
Read the article →
Holidays
Top 8 Tips for Holiday Spending Strategies
Read the article →
Build a budget that works Pay down debt Plan for retirement Get ready for taxes Protect my family Estate & legacy Holidays & year-end Use my benefit
Get support
Talk it through with a real person.
Bring your SAGE results, a question you’ve been putting off, or a goal you want to move forward. The Pathwise Financial Wellness Concierge Team will meet you where you are.
Assess
SAGE Financial Wellness assessment · 3–5 minutes