Individual Advisory Services
Creating tailored solutions for individuals in any life stage
Our Advisory Services support every service offering of Pathwise Group. From financial wellness to executive benefits we believe a human approach is necessary for high quality.
Fiduciary vs Suitability
There is an important distinction between these two approaches. We are proud to follow a level of duty of full disclosure and hold ourselves to the highest standard. Unfortunately, only a minority of advisors are held to the fiduciary standard of care.
What will a complimentary meeting with one of our professionals look like?
- Review client’s main questions or concerns about their personal finances
- Discuss client’s future goals and current financial landscape
- Share recommendations on efficiency, if any
- Analyze client’s financial dashboard (client is given access to their own personal financial dashboard free of charge)
- Examine Financial Wellness Report from Sage
- Estimated time 30-45min
- Completed base financial plan will be discussed
- Review current financial outlook (with and without changes)
- Recommendations and strategies to enhance financial wellness presented
Personal Financial Dashboard
Our services come with a complimentary online dashboard that each employee can individually access. This enables them to have a view of where they stand financially, in real time. It is user friendly and highly valued by employees.
Our financial advisor team is available year-round to support the employees during open enrollment, qualifying events, onboarding new employees, new product launches, and more.
You already have a great deal of work. Let us help with supporting your employees financial and benefit questions and concerns.
To learn more about how, book an appointment with PATHWISE GROUP