Your personalized path to financial wellness begins here.
Use Your Financial Wellness Benefit: Start with the Quick 3–5 Minute Assessment
Did you know your employer provides you with a comprehensive financial wellness benefit—at no cost to you? The first step to unlocking it is simple: take the Financial Wellness Assessment.
In just 3–5 minutes, you’ll complete a quick, personalized assessment! “Click Here To Complete Your Assessment”. This one step opens the door to your Financial Wellness Concierge Team and all the resources included in your benefit.
Why Start with the Assessment?
The assessment is more than just a questionnaire. It’s built around the Certified Financial Planning model, meaning it’s designed to educate, support, and guide you to the right next step in your financial journey.
- Quick & Easy: 3–5 minutes, mobile friendly, and straightforward.
- Personalized Results: Your answers create a customized financial roadmap.
- Actionable Next Step: You’ll be connected to the best resource for your needs—whether that’s a concierge meeting, financial advisor, or a specialized planning session.
What’s Included in Your Financial Wellness Benefit?
Once you complete your assessment, your Financial Wellness Concierge Team helps you take advantage of:
- 🎓 Student Loan Relief – strategies for repayment or forgiveness.
- 💵 Tax Planning – smart ways to reduce your tax burden.
- ⚖️ Estate Planning – wills, trusts, and protecting your family’s future.
- 🛡️ Insurance Planning – life, disability, long-term care, and more.
- 📊 Retirement Planning – building your secure financial future.
Take the First Step Today
Click below, take the quick assessment, and schedule your concierge meeting.
👉 Start Your Assessment Here
“Monthly Webinar“
Join us for a quick webinar on how to get the most out of your benefit.
Your financial wellness benefit is more than a resource—it’s a personalized system built to help you at every stage of life. The first step is taking your Financial Wellness Assessment, and we’ll show you exactly how it works.
📅 Webinar Date: 9/24/2025
⏰ Time: 12:00 PST
📍 Location: Register Below for Location Details
During this 30-minute session, you’ll learn:
- How to complete your assessment in just minutes
- What your results mean for your financial wellness
- How to connect with your Financial Wellness Concierge Team
- What you can expect in a Financial Advisory meeting
Investment advice offered through Integrated Partners, doing business as Pathwise Financial Group, a registered investment advisor.