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.

Schedule meeting

FinPath Dashboard

Get personalized plans and tools to achieve your goals.

Register Account

Better Financial Health On the Go!

Download App

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?

Unlimited Meetings

Financial wellness is a journey. Your coach will guide you.

Personalized Plans

Powerful online tools help you budget, reduce debt, & more.

Flexible Scheduling

Participate in financial education courses led by our instructors.

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?

If you don’t receive a registration email in your inbox, you can contact our customer service team at 833-777-6545. We will confirm your eligibility and resend the email for you.

Can my employer see my information?

Your employer or co-workers will not see any of your information. Any information or conversations shared with FinPath or FinPath Coaches are completely confidential.

What does a Financial Coach do?

A Financial Coach helps you understand the basics of money management. This includes budgeting, managing debt, dealing with debt collection, and setting retirement goals. We’re here to make these concepts easy to understand and put you in control of your finances.

