Financial Wellness

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.

For Advisors

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.

For Participants

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.

With the context required to set up personalized approaches and goals, GoalPath offers the ability easily build tailored plans that actually work for plan participants. Financial wellness and the power of technology encourages transparency, progress and behavior change.


  • •  User Friendly Interface
  • •  Proprietary Advice Engine
  • •  Account Aggregation
  • •  Budgeting & Cashflow Tools
  • •  User Specific Engagment & Action Items

Interested in adding Financial Wellness
to your list of offerings? Contact us!

    Employees Concerned With Not Being Able To Retire On Time
    Workers Spending 3 Or More Hours Per Week Dealing With Financial Issues At Work*
    Days Financially Stressed Employees Are Absent Annually On Average*
    Likeliness Of Financially Stressed Employees To See A Delayed Retirement