Financial Literacy Month is almost here!
Join FinPath to improve your finances with Financial Literacy Month! Understand where every dollar is going and learn about your relationship with money to get a clear action plan.
Get Rewarded
Get multiple chances throughout April to be entered to win the $500 Grand Prize. Read on for rules and more information.
Click below to access your dashboard and points!
What you'll learn
Four topics to build the financial confidence you've been looking for — free, self-paced, and designed for real life.
Money Personality
Anyone can create a budget, but how do you stick to it? We'll cover creating a plan that works for you and how to take small, manageable steps to make it last.
Spending Behaviors
How you manage your money reflects in your spending patterns. Are you impulsive, a saver, investor, penny-pincher, a giver, a planner? Let's find out.
Debt Management
Learn the key differences between good and bad debt, saving vs. paying down debt, and how to navigate interest — so you can build habits that actually stick.
Goal-Based Savings & Building Financial Assets
Ever wanted to build your money but don't know how? We'll cover ways to prioritize savings goals, build wealth, and understand your personal net worth.
Get Rewarded
The best part about this month? Your chance for the GRAND PRIZE drawing! Everyone who participates in Financial Literacy Month activities will have their name entered into a drawing for some awesome prizes.
Here's how you can score entries:
50 points
for activating account and completing the STEP Score Assessment (Show Me How)
(Must retake STEP Score if it has been 180+ days)
25 points
for Calculating Your Net Worth in the Digital Money Assistant (Show Me How)
25 points
for creating a financial goal in the Digital Money Assistant (Show Me How)
25 points
for completing a Coaching Session in March or April
20 points
for completing the April FinLit Course
(must complete the entire course and submit the quiz to earn points)
5 points
for registering for one of the May webinars
All point opportunities are awarded once for the completion of an activity. (i.e. Creating 2+ Financial Goals = 25 points only)
Must earn 125 points minimum to be eligible for $500 giveaway.
Must earn 100 points minimum to be eligible for other prize amounts.
Prizes
$500 Gift Card: 1 Winner
$100 Gift Card: 5 Winners
$50 Gift Card: 10 Winners
Gift Card of YOUR CHOICE!
All point opportunities are awarded once for the completion of an activity. (i.e. Creating 2+ Financial Goals = 25 points only)
Must earn 125 points minimum to be eligible for $500 giveaway.
Must earn 100 points minimum to be eligible for other prize amounts.
Make the most of your FinPath account
Follow these step-by-step guides to complete key activities and take control of your financial wellness.
Step 1 of 4
Log in to your FinPath account
Head to the FinPath login page to get started. Use the email address and password you used when you registered for the program.
First time? Visit app.finpathwellness.com/signup to create your free account. Your program is provided at no cost by your employer.
Step 2 of 4
Open the Digital Money Assistant
From your FinPath dashboard, select the "Digital Assistant" tile in the center of the screen. This is your personal financial hub.
First time in the Digital Money Assistant? You'll be asked to complete a quick authentication step. This keeps your financial data secure.
Step 3 of 4
Click the "Planning" tab
Once you're inside the Digital Money Assistant, look for the "Planning" tab at the top of the screen. Click it to access your financial planning tools.
Step 4 of 4
Click "Update STEPScore" to get started
Inside the Planning tab, click the "Update STEPScore" button. Your STEPScore measures your financial wellness across key categories — completing it gives your coach a clear picture of where to focus.
You're ready to go!
You now know how to complete your STEPScore. Your score helps personalize your coaching experience — the more you update it, the more tailored your plan becomes.
Step 1 of 4
Log in to your FinPath account
Head to the FinPath login page to get started. Use the email address and password you used when you registered for the program.
First time? Visit app.finpathwellness.com/signup to create your free account. Your program is provided at no cost by your employer.
Step 2 of 4
Open the Digital Money Assistant
From your FinPath dashboard, select the "Digital Assistant" tile in the center of the screen to access your financial tools.
First time in the Digital Money Assistant? You'll be asked to complete a quick authentication step to protect your financial data.
Step 3 of 4
Click the "My Money" tab
Inside the Digital Money Assistant, click the "My Money" tab at the top of the screen. This is where you'll find your net worth tracker and connected accounts.
Step 4 of 4
Click "Add Accounts" to calculate your net worth
In the Net Worth box, click "Add Accounts" to start linking your financial accounts. The more accounts you add — checking, savings, investments, loans — the more accurate your net worth picture becomes.
Your data is secure. FinPath uses bank-level encryption to protect your connected account information. Your coach can see your progress, not your account numbers.
You're all set!
You now know how to calculate your net worth in FinPath. Keeping your accounts updated gives you — and your coach — a clear, real-time view of your financial health.
Step 1 of 4
Log in to your FinPath account
Head to the FinPath login page to get started. Use the email address and password you used when you registered for the program.
First time? Visit app.finpathwellness.com/signup to create your free account. Your program is provided at no cost by your employer.
Step 2 of 4
Open the Digital Money Assistant
From your FinPath dashboard, select the "Digital Assistant" tile in the center of the screen to access your financial tools and goal-setting features.
First time in the Digital Money Assistant? You'll be asked to complete a quick authentication step to keep your data secure.
Step 3 of 4
Click the "Planning" tab
Inside the Digital Money Assistant, click the "Planning" tab at the top of the screen to access goal-setting and financial assessments.
Step 4 of 4
Open "Goals" and create your first goal
Inside the Planning tab, click the "Goals" tab next to "Assessments." Then click "Create New Goal" — your Digital Money Assistant will guide you through the setup by asking a few questions. Simply type your answers in the chat box to get started.
Your assistant will guide you. Once you click "Create New Goal," the chat-based assistant will ask a few questions to personalize your goal. Just type your responses naturally — there are no wrong answers.
You've got this!
You now know how to create a financial goal in FinPath. Goals give your coaching sessions direction — the clearer your goals, the faster your progress.
Frequently Asked Questions
What is Financial Literacy Month?
Financial Literacy Month is a national celebration dedicated to financial awareness in the month of April. All month long, FinPath hosts activities to improve your financial literacy and PAYS YOU for learning!
How do I earn points?
You can earn points simply by participating in the eligible activities listed like completing a coaching session, taking the STEP Assessment, completing the April course, or exploring the Digital Money Assistant in your dashboard. To be eligible for prizes, you must have earned 125 points minimum for a chance to win the $500 Grand Prize and 100 points minimum for a chance to win other prize amounts.
How do I participate?
To participate, all you need to do is activate your FinPath account and participate in the Financial Literacy Month activities! All participants have the ability to take part in Financial Literacy Month and a chance to win up to $500!
How do I access my FinPath account?
Activate your FinPath account at www.finpathwellness.com/register and enter your email. You will receive a registration email to complete activating your account - check spam if you don't see the email or contact support: account@finpathwellness.com
What's the cost for all this?
Absolutely no cost to you. Your employer pays for you to have unlimited access to financial coaching and educational resources with FinPath.
What if I already took my STEP Assessment before April?
If you have already activated your account and have taken your STEP Score, you will automatically start the challenge with 50 points!
If it has been 180+ days since you last took your STEP Assessment, you will need to retake it in order to earn the 50 points.
How will I know if I'm getting credit for each activity?
We automatically log entries on your behalf. All you have to do is make sure you complete the activities mentioned above. If you have any trouble accessing the activities, please contact us at hello@finpathwellness.com.
Who do I contact for help?
If you are having trouble or need help, contact our customer service team with the following avenues:
- Call 833-777-6545
- Email hello@finpathwellness.com
- Visit the Support page and send us a message
What is the Digital Money Assistant?
The Digital Money Assistant is located in your FinPath Dashboard and is your smart guide to money. You can chat the assistant to help you with financial questions and set up financial goals. Simply log in to your FinPath account, locate the "Digital Money Assistant" module or click "STEP Results" tab on the left hand side to open the assistant.
Haven't registered your FinPath account yet?
DISCLOSURES
FinPath is offered through RPW Solutions. Retirement and wealth solutions are offered through SEC registered entities, referred to as HUB Retirement and Private Wealth (HUB RPW), owned by HUB International. RPW Solutions and HUB RPW are under common ownership and control of Hub International. HUB RPW offers institutional and retirement services to for-profit and not-for- profit organizations and customized private wealth management services to individuals and families both affiliated and unaffiliated Registered Investment Advisors (RIAs). Global Retirement Partners, LLC, HUB Investment Advisors, TCG Advisors, Millennium Advisory Services are wholly owned subsidiaries of HUB International. TeleWealth virtual meetings are offered through TCG Advisors. TCG Administrators, Cypher Security, LLC and TCG Consulting Services are under common ownership of HUB International.
Securities and investment advisory services may also be offered through partner Broker Dealers not affiliated with HUB International.
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.