About Lincoln WellnessPATH ®

Below you can find information about Lincoln WellnessPATH® and find out more about the basics of how it works.

What is Financial Wellness? 

Financial wellness refers to the overall financial health of an individual. Among other things, this is the on-going process of practicing healthy spending and saving habits in the present, while planning and preparing for your future.

What is the WellnessPATH® Financial Wellness Score™?

The Financial Wellness Score™ is a 100-point score based on 12 qualitative dimensions that measure your financial wellness and habits. The maximum number of points you can score from answering each question varies, depending on its level of importance. A higher score indicates more consistent, positive, financial outcomes associated with achieving your financial goals. This self-reported score helps your financial professional provide the right level of guidance and education.

Additional questions  

How do I retake the Financial Wellness survey?

You can retake the initial assessment at any point by clicking "Retake Assessment" underneath your Financial Wellness score. Your score will be recalculated each time you take the survey.

You can view past assessment answers by clicking on your name in the upper right corner of the platform and selecting 'Assessments' from the drop-down menu.

What web browsers are supported by the application?

All browsers should be supported, but we recommend using Chrome for the best experience. All operating systems must be up to date to support the WellnessPATH® tool.