FinPath University

Helping you prepare for financial success

Foundational Courses

View our courses here!

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Your Credit Score Might Be Costing You

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Understanding the Elements of Your Retirement Income

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Simple Ways to Build Your Emergency Savings

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Estate Planning 101: Learn the Basics

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5 Steps for Tackling Your Student Loans

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Auto Finance: Things to Know Before Buying Your Next Car

Upcoming Lessons

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Today

Mastering Your Spending Plan: LIVE Webinar

Discover how to create a budget that works for your lifestyle! In this live webinar, we’ll explore realistic strategies for managing your money without feeling restricted.

Home Buying 101: LIVE Webinar

We’re diving into the essentials of homeownership with a live webinar that covers everything you need to know to confidently navigate the home-buying process.

Retirement Security Month

We’re dedicating the month to building a secure financial future with educational resources and engaging activities to help you plan for retirement with confidence.

Social Security Strategies

Join us for a live webinar where we’ll explore key strategies to maximize your Social Security benefits and make informed decisions for retirement.

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Talk to a Coach →

Set time to meet with a financial coach who can provide you general guidance on how to prepare your retirement plan of 2023.

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Submit a Question →

Not ready for a coaching session yet? That’s okay. Submit your question and a coach will help you get an answer.

Contact Us
Customer Service:
833-777-6545
Important Disclosures
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 website 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.