At FinPath, we put you first
Unlimited 1:1 Coaching
Financial wellness is a journey. Your coach will see you through it.
Participate in financial literacy classes led by our instructors.
Financial Health Tools
Powerful online tools help you budget, reduce debt, & more.
Get exclusive discounts to other services to help you thrive.
Financial Coaching & Support Network
Truly setting FinPath apart from other programs is to a large network of Wellness Coaches ready to help users navigate their financial journey.
Wellness Coaches do not work on commission and are completely unbiased—they are simply there to help. Sometimes it’s more convenient to speak with a real person who can explain things in a way that a video or learning module can’t.
Times have changed and so have we. Meet with a coach via phonelive video chat, or in person.
Step up your money skills with FinPath University
Courses are for everyone, no matter what sort of prior finance knowledge you have. Start with beginner 101 courses and move your way up the ladder with more complex topics. We break down complex financial topics using everyday situations.
Popular courses this year:
- 5 Tips to Maximize Your Paycheck
- Credit is a Powerful Financial Tool – Use it to Your Advantage
- Manage Your Debt or Your Debt Will Manage You
- Student Loan Forgiveness
Financial Health Tools
Take action and track your progress with powerful financial wellness tools
With FinPath, you have a complete suite of online tools to help you take control of your finances. FinPath encourages you to perform a series of goals to improve your financial wellbeing—like establishing emergency savings funds, improving credit score, lowering their debt, and more
From retirement, to vacations, to buying a home, we can help you project how much you need to save to accomplish every goal.
Get rewarded for improving your financial wellbeing
FinPath partners with a list of preferred providers to bring you even more resources and rewards.
Current perks include:
- $1,000 monthly content
- Student loan forgiveness evaluations
- Identity protection and credit monitoring discounts
- Debt consolidation & emergency loans
- Nonprofit referral services
More coming soon!
All that and much more
Loan Consolidation Help
Save and reduce your loan interest by consolidating to a lower APR option.
Not a fan of all the online tools? We got your back. Access templates ready to fill out manually.
Are you on track for retirement? We’ll help you evaluate your current roadmap.
It’s never too early to start planning for your kids’ college tuition. We’ll help you get started.
So much more
Really. There’s a ton more to explore in FinPath. Plus, we’re always adding more tools for you.
Ready to get started?
This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.
This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.