Financial Planning & Education
Resources to help you make confident, informed financial decisions
Financial planning plays a meaningful role in building long-term financial peace of mind. The right support can make the process feel approachable at every stage. Wespath partners with trusted providers to offer planning resources, educational tools, and values-aligned financial education designed to help you understand your options and make thoughtful choices for the future.
EY Financial Planning Services
Saving Grace
EY Financial Planning Services
EY offers access to objective financial planners, interactive tools and educational resources—all at no additional cost to eligible participants. You can connect with an EY planner for regular one-on-one financial-planning conversations, explore budgeting and savings strategies, or learn about preparing for retirement.
Saving Grace
Saving Grace provides a faith-informed financial exploration curriculum created especially for Methodist audiences. Through practical guidance and spiritual reflection, it encourages thoughtful financial habits and a deeper understanding of stewardship and generosity.
Connect with a Wespath Benefits Educator
Navigating your benefits can feel easier with someone by your side
Wespath’s Benefits Educators offer one-on-one conversations to help you understand your Wespath benefits and explore your options. These consultations provide general guidance—not personalized financial advice. This can be helpful when you’re looking to understand retirement contributions, investment choices, and other factors that may influence your long-term financial decisions.
