Start a new financial WellnessPATH
Lincoln Financial can help you plan for today's expenses with a new online tool
Lincoln Financial is not just here to help plan retirement. They can help you plan for the expenses of life.
Lincoln Financial’s new WellnessPATH® program can guide you from creating a budget to building an emergency fund to paying down debt. This new easy-to-use online tool will help you focus on both short and long-term financial goals, such as retirement.
What can a WellnessPATH do for you? (video)
- See all your accounts in one place – WellnessPATH allows you to aggregate all your account information — including checking, savings, credit cards, and student loans — so you have a full financial picture.
- Get your financial house in order – featuring a breakdown by category of expenses and income, the tool makes it easy to identify spending trends and create budgets.
- Set goals and track your progress – WellnessPATH ® helps you set and track your progress toward your short-term to-dos and your long-term goals.
For more information, contact Lincoln Financial Representative, Matthew Howell CRPC®, CRPS® at 508-776-6954 or via email at Matthew.Howell@lfg.com. You can also use their scheduling online tool at www.LFG.com/cchcschedule to schedule a call.