Be sure to watch the video below.
We’re excited to bring what we believe to be the best Financial Wellness platform in the nation called GoalPath Solutions. All financial wellness programs come with well designed user interfaces and GoalPath is as or better than any other.
However, this program comes with the ability to talk to a live financial coach. Privacy is important and these coaches have CFP credentials with a fiduciary requirement, including privacy are located in another part of the nation. So your Southern California employees are working with an anonymous person, which we think makes it easier for employees to share.
The GoalPath interface is designed to give encouraging feedback and it has been “gamified” meaning it uses elements of online games that makes it more interesting, fun and engaging. The 13 minute video below is well worth the time!
