Milestone Planning
Life is full of exciting milestones, from buying a home or car to starting a family. Milestone planning helps you financially prepare for these major life events, ensuring you’re on track to achieve your goals without unnecessary stress. Proper planning provides a roadmap for saving, budgeting, and investing to support the big moments in your life. Ready to start milestone planning?
At FinPath, we help you turn life’s biggest dreams into achievable milestones by creating tailored plans that ensure you’re financially ready for every step of your journey.
1:1 Coaching
Meet with a financial coach at no cost.
FinPath Dashboard
Get personalized plans and tools to achieve your goals.
Better Financial Health On the Go!
How can I budget for major life milestones?
Start by identifying the costs associated with your milestone, set realistic savings goals, and adjust your budget accordingly to prioritize saving.
What are the biggest financial milestones I should plan for?
Common milestones include buying a home, getting married, having children, starting a business, and planning for retirement.
Why FinPath Coaching?
Frequently Asked Questions
Am I eligible for FinPath?
FinPath is an employer-paid financial wellness benefit, provided at no cost to you. You will receive information via your employer and FinPath communications about our program and how you can take advantage of financial coaching and financial tools.
How do I register?
You can register for your account at www.finpathwellness.com. Click Register and enter your designated work email to initiate the process.
What if I don't get a registration email?
Can my employer see my information?
What does a Financial Coach do?
Discover More Financial Insights
Retirement Planning
Milestone Planning
Emergency Savings
Student Loans
Credit Scores
Debt Management
Open Enrollment
Creating a Budget
Medical & Healthcare
Insurance
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Taxes
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