Rebuilt for Results. Designed for You.
Get personalized financial guidance, see exactly where your paycheck is going, explore your workplace benefits, and connect your accounts to stay on top of your money — all in one place.
Here’s What’s New
FinPath by HUB Dashboard
We’ve upgraded the FinPath experience with smarter tools, intuitive navigation, and personalized support—making it even easier to take control of your finances. All available to our valued participants, like you!
Instantly book a financial coaching session, jump into the Digital Money Assistant, or start learning with one of our FinPath University courses.
Digital Money Assistant
The days of Googling financial questions are over. Powered by FinPath Intelligence, you can ask your digital assistant any financial or workplace benefits question at any time and get instant guidance that’s unique to your financial situation and priorities.
💡 Ask your Digital Money Assistant “Help me connect my bank accounts” or “What specific areas of my finances should I focus on improving right now”
Account Connectivity
View checking, savings, retirement, and investment accounts all in one secure, convenient spot. Like bringing all of the pieces of the puzzle together for one clear picture – for your eyes only.
💡 Ask your Digital Money Assistant “Analyze my latest transactions” or “Optimize My Paycheck”
Benefits Clarity
Your workplace benefits and money management go hand in hand. Navigate your employer benefits with the help of the digital money assistant 24/7, to make sure you aren’t missing out on a single perk.
💡 Ask your Digital Money Assistant “What benefits am I missing out on at work?”
Personalized Insights
Personalized educational content and journeys turn budgeting, retirement, and savings into actionable steps – so you can see real progress.
💡 Ask your Digital Money Assistant “Help me set a savings goal” or “What are my top actions”
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 brochure 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.
FinPath is offered through RPW Solutions.
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