Pathways programs will ignite the possibilities for your future, whether early in your career, a seasoned executive, ready for retirement or thinking about starting your own business. With something for everyone, you will explore all aspects of your financial journey either in the classroom or on the web.
Our Program Offerings
Diversified and Customized for You
We offer customized programs to navigate through challenging financial decisions from getting started in life’s journey through retirement readiness.
We provide programs to navigate through challenging financial decisions with careers, family changes, health care considerations, elder care, self-employment or retirement.
Our programs support those in career transition or just thinking about making a change in their life direction. As we go through life’s changes, many times we begin to question what we can afford to do. Here is just a snapshot of how we help you answer that question with programs focused on:
Financial Fitness
Understanding what we can afford to do, whether now or in the future, is key to directing our next steps. In the area of Financial Fitness, Pathways comprehensive programs help illuminate all aspects of your life, examining your career intentions through the prism of their financial impacts to your overall strategies.
Entrepreneurial Exploration
When exploring the option of becoming your own business, examining financial considerations for life today and in the future is fundamental to making wise decisions. Pathways suite of entrepreneurial programs highlight pitfalls to avoid, how to consider if that business you are leaning towards is right for you, and examining the financial fast track to get your business off the ground and into a solid future.
Health Care Considerations
Navigating today’s changing world of health care as we are in a life or career transition can be challenging. Most of us would like to be able to have access to the best possible care, at the best possible price, now and in the future. Pathways programs shine the light on some of the options that may be available to you so that you might be a little more prepared when you search for coverage either in between jobs, as you start a business or when you shift into your post-career lifestyle.
Executive Focus
Many executives have told us that they find transition to be a much-needed time to pause and focus on what is going on in their lives outside of their often hectic careers. Pathways series of customized programs for executives starts with an reflection of the personal side of money matters, looks forward to many trends swirling around the world today, and extends that conversation about trends into health care, both personally and professionally.
Pathways has a nationwide professional training staff dedicated to helping you reduce stress by exploring financial options that are life-changing. Our experienced facilitators offer thought leadership, providing insights on many current topics through highly acclaimed workshops throughout North America and on the web.
And while learning is vital, sometimes we need more help. To further the exploration of what makes sense to consider in our planning, Pathways participants have exclusive access to specialized financial advisors to take them to the next level.
Through participation through any Pathways program, you will have an opportunity for a confidential consultation to explore your career and life plans with an independent financial planning specialist. This private, complimentary conversation will blend what you plan to do next with the reflection of financial considerations of your future, helping you to discover the answer to the question: what you can afford to do.
We partner with hand-picked and vetted independent, unbiased financial planning specialists whom many consider to be among the best in the industry.
Each financial advisor guides private and confidential explorations with a laser focus on the life needs of each individual, discovering what is urgent now and important later on, in order to highlight the life-changing choices only found through a truly comprehensive financial planning process.
The result: a comprehensive financial plan that enables you to know what you can afford to do now, and strategies to prepare for an even stronger future.