FinPath University

Helping you prepare for financial success

Foundational Courses

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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

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Year-End Checklist As You Wrap up a Great 2024

Close the year strong by checking off each item on on the FinPath End-of-Year Financial Checklist and prepare for 2025! We’ll help you reflect on your 2024 progress and set you on the right path for the new year. Your goals are unique and we want to help set you up for success as you begin another great year.

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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.

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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.