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Published on June 20, 2021

Start a new financial WellnessPATHStart 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.

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