Our Worksite Approach

Evidence shows financial stresses negatively impacts individuals. Our process is built to provide fact-based relevant education, data needed to make informed decisions and individual attention from a fiduciary driven approach. We believe when people have individual treatment and are provided relevant education on their unique need, they act.

We work with industry leads to make sure you are working with only the best. All our services are streamlined and efficient, making less work for you!

Enhancing Employee Engagement

Eighty percent of employers report that financial stress is lowering their employees' performance level, and it's costing them nearly half a trillion dollars annually.

We bring financial wellness to employees through an individualized approach, averaging an engagement rate 5X traditional financial wellness training program.

Year-round Tailored Education

After completing a 3–5-minute assessment, users can book a meeting directly with an advisor to review their results.

Employees can opt out at any time.

If they're not ready for a meeting, employees are entered into an engagement and education program and are delivered a series of timely, relevant content via email.

Actionable Data

Our financial wellness tool and services are developed to provide you action based data specific to your worksite. This in turn helps you make decisions that work for that specific group and their employees. Our worksites have used our data to create education plans, trend improvements, identify new opportunities and create projections.

Workforce Segmentation

Pathwise Group strives to meet the unique needs of each organization and the individuals within it. We know that a vast majority of employees need individual support. From executive benefit resources, benefit, and retirement consultation to individual assessment with a variety of education delivery, we have built solutions that are customized to fit the needs of the various life stages of the employees in your worksite.

Evidence-Based Decision Making

We value research findings and utilize them to make up to date evidence- based decisions for future financial impacts as well as generational workforce segmentation.