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Pathwise Financial Wellness

Customized Solutions to Fit Your Worksite Needs

In addition to supporting what you have planned for your groups, Pathwise adds value by providing you with data on employees' needs, as well as services outside your scope. We can help you increase revenue within your existing book by offering niche services that complement yours.

The Pathwise Difference

At Pathwise Group, we get asked all the time what makes us different than our competitors.

Our platform harnesses the power of technology to engage and simplify financial decisions. But here's the real game-changer: our team of highly trained financial professionals. They form the beating heart of our platform, ready to provide the personalized support and expertise that sets us apart from the competition. While technology drives efficiency and convenience, our human experts offer a level of insight and guidance that algorithms alone can never replicate.

Our financial wellness platform is designed to empower with a holistic and personalized experience.

We leverage our power of advisory services and data to support better product decisions that fit the needs of all levels of employees. And, have a full system to support it - creating less work for you!

Top 3 Ways Our Worksites are Using Financial Wellness:

SDI Payroll Tax Cap Removal Solutions

To help you prepare for January 1, 2023, Pathwise has personalized group and individual solutions. It starts with a simple audit, by our advanced planning team, followed by a consultative presentation to you. We support what you think is best for the group and then help you deliver a plan that will reduce reportable income and protect employees from this increased tax impact in 2024.

Gotzoom Student Loan Relief

Pathwise brings true student loan relief, not refinancing, available as part of our platform, to the worksite through education, resources, timely legislation updates, and access to the best in student loan relief analyses, support, relief -- all supported by our advisory team to help show the employee how to allocate savings to make life changing impacts for their future.

How Can Pathwise Help Employees Achieve Student Loan Forgiveness and Lower Monthly Payments?

Learn More About Pathwise Student Loan Relief

Individualized Protection Resources with Holistic Enrollment

Pathwise educates on overall strategy and supports decisions around protection resources (Life, Long Term Care, Disability etc.). Our education team ensures correct education and enrollment of a product for employees. It doesn't stop there. Then, employees are able to meet with an advisor who will add to this by showing the product impact as well as layering individual product lines for those needing it (highly-comp, executive level).

Learn More about Pathwise Long-Term Care Solutions

Ready to Bring a New Kind of Financial Wellness to Your Group?

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Our mailing address is:
410 Central Avenue, Suite 414
Great Falls, MT 59401
Phone: 406-952-0096

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Pathwise Financial Wellness Education and Newsletters ARE FOR INFORMATIONAL PURPOSES ONLY AND IS NOT INTENDED TO PROVIDE LEGAL ADVICE, TAX ADVICE, OR FINANCIAL ADVICE. All information is broad in scope, is not individually tailored, and is intended only to provide a general understanding of financial goals. Your personal financial situation is unique, and any information and investing strategies obtained through education and newsletters may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your financial advisers who are fully aware of your individual circumstances.

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Pathwise Financial Wellness Education and Newsletters publisher is not registered as an investment adviser with any federal or state regulatory agency, or in any other regulatory capacity.