GoalPath Financial Wellness is a holistic suite of financial planning and asset allocation tools, materials, reports and resources designed to help participants achieve their unique target retirement income goal which in turn benefits the employer. GoalPath is offered to plans through the plan’s current retirement plan advisor. No need to vet a new provider or add costs and confusion.
The GoalPath Advisor experience is what advisors see upon logging into what is essentially, their participant management system. Here, advisors can manage their book of business simply, effectively, and scalably, to the highest standards of compliance.
The GoalPath participant experience is what plan participants see upon logging into their financial wellness platform. Complete with a participant assessment, account aggregation, budgeting resources, and cashflow tools, participants can communicate directly with their advisor and stay on track with their financial plan in a unique, simple experience all their own.