Employee hub / Get support
Get support
Real people, in your corner.
Whether you’re just starting out, navigating a big life change, or planning for the long term, the right support at the right time can make all the difference.
Three ways to get help
Choose what feels easiest
Book a concierge meeting
Schedule a confidential Financial Wellness Concierge meeting. Pick a time that works for you; meet virtually or by phone.
Start with SAGE
Not sure what to ask? The 3–5 minute assessment gives you a snapshot to bring to your meeting.
Email the team
Send a question or ask us to point you to the right resource.
What to expect
Your meeting, your agenda
- Before: book a time on the concierge calendar. Taking SAGE first is optional but helpful.
- During: review your results, or bring any question about your financial wellness.
- After: leave with next steps, and keep learning with the topic of the month and webinars.
Support for every stage of life
Specialists when you need them
Your concierge team can connect you with the right Pathwise support channel. Tax questions? Book a virtual tax consultation.
Financial Advisory
One-on-one consultations, financial strategy sessions, and a roadmap that evolves with your goals.
Tax Planning
Reviews of past filings, proactive strategies for the future, and personalized consultations.
Estate Planning
Through our partnership with AmeriEstate, resources to help simplify the process.
Student Loan Relief
With GotZoom, help exploring federal programs and options to lower monthly payments.
Insurance & Protection
Life, long-term care and disability insurance strategies for life’s uncertainties.
Available services can vary by employer and state. Email info@pathwisegroup.com if you’re not sure what’s included.
FAQ
Good questions
What is Pathwise Financial Wellness?
It is the financial wellness benefit Pathwise Group provides through your employer: the SAGE Financial Wellness assessment, 1:1 meetings with the Financial Wellness Concierge Team, and year-round education, including a topic of the month, live webinars and on-demand resources.
How long does the SAGE assessment take?
About 3–5 minutes. You get a snapshot of your current financial wellness, and you can then book a meeting with a financial professional to review your results or ask any other questions.
What happens in a concierge meeting?
You choose the agenda: review your SAGE results, talk through a goal, or ask about anything from budgeting to retirement to year-end questions. Meetings can be held virtually or by phone. Watch the 1-minute video on the meeting process to see what to expect.
Is my conversation private?
Financial Wellness Concierge meetings are confidential conversations between you and the Pathwise team. For employers, the Pathwise data team confidentially compiles group-level data to review with HR and benefit consultants.
Does it cost anything?
The assessment, concierge meetings and education are part of the benefit offered through your employer.
I can’t make the live webinar. Can I still watch?
Yes. The replay will be posted on the Webinars page after the session.
I have a tax question. Where should I start?
Tax rules and deadlines depend on your individual situation, so bring questions to your tax professional. You can also book a virtual tax consultation with the Pathwise tax team.
Can I change which emails I get?
Yes. Every Financial Wellness email includes links to update your preferences or unsubscribe.
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