Financial wellness technology with a human approach
Enhancing your benefit offerings.
Filling the gaps in your benefit package. At Pathwise Group, we work with consultants, HR teams and companies to provide a suite of services that augment current benefit offerings and enhance the overall package provided to employees.
Use one or use all — services built to fit your worksite
Results before commitment
SAGE Financial Wellness
A quick assessment, a personal snapshot, and the option to meet with a financial professional.
Employers & HR
Strengthen your benefit package
Customize a solution for your worksite and improve true employee engagement.
Consultants
Tailored solutions for your groups
Resources, information packets and a group fact finder for your clients.
Employees
Use your financial wellness benefit
Watch a short video, complete the SAGE tool, and book time with a professional.
What we do
A suite of services that fills the gaps.
Pathwise Group’s suite of services enables each worksite to customize its solution. Use one or use all, and your employee benefits will be enhanced.
Benefit Administration System
Our financial wellness technology is integrated into a benefit administration system, so employees can begin their assessment as part of enrollment, on or off open enrollment.
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Individual Advisory Services
Creating tailored solutions for individuals in any life stage, with a human approach and year-round support from our advisor team.
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Executive-Level Offerings
Building and supporting benefit options that recruit, retain and reward highly compensated employees.
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Retirement Plan Support
Working to help establish an effective and efficient retirement plan, starting with a complimentary, independent plan review.
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Flagship
SAGE Financial Wellness
Leveraging technology with a human approach: a simple 3–5 minute assessment, a personal snapshot, and tailored education.
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Data & Analytics
Using worksite-specific data to make informed decisions: group-level insights, engagement trends, and new opportunities.
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How it works
Individual attention and action, inside the worksite.
We created a system and process for individual attention and action within the worksite.
01
Take the SAGE assessment
A simple 3–5 minute assessment gives each employee a snapshot of their current financial wellness.
02
Meet with a professional
Employees can book a meeting directly with an advisor to review their results or ask any other financial questions.
03
Year-round tailored education
Customized email campaigns for the individual and live webinars on the group’s top concerns. Employees can opt out at any time.
Our worksite approach
Customized to fit your worksite’s needs.
- Workforce segmentation Solutions built for the various employees in your worksite, from executive benefit resources to individual assessment.
- Actionable data Worksite-specific data to create education plans, trend improvements, identify new opportunities and create projections.
- Evidence-based decision making We value research findings and use them to make up-to-date, evidence-based decisions.
- Results before commitment We audit your current system(s) and come with recommendations prior to any agreements, with full transparency.
Support for every stage of life
The right support at the right time.
Explore Pathwise support channels and take the first step toward personalized solutions.
Financial Advisory
One-on-one consultations, strategy sessions and a personal financial dashboard.
Tax Planning
Reviews of past filings, proactive strategies and personalized consultations.
Estate Planning
Through our partnership with AmeriEstate, resources to simplify the process.
Student Loan Relief
With GotZoom, help navigating federal programs and payment options.
Insurance & Protection
Life, long-term care and disability insurance strategies.
Pathwise Gives
We commit to the 1-1-1 pledge.
Our goal is to give 1% of our time, money and product to support our local community, state and others, and we encourage the companies we work with to do the same.
1%
Time
1%
Money
1%
Product
Insights
Pathwise Education
This month: Gratitude, giving and year-end planning.
Join the November 18 webinar and grab the year-end checklist.
Questions? Contact us today
Let’s make sure your benefits package is the best out there.
Talk with the Pathwise concierge team about your worksite, your employees, or your own financial questions.
Office
410 Central Ave. Suite 414
Great Falls, MT 59401
Hours
Mon–Fri: 8am – 5pm