Your journey to financial wellness begins here
You don’t have to be rich to live the life you’ve always wanted for you and your family.
How it Works
Unlimited 1:1 Coaching
FinPath University Courses
Financial Health Tools
FinPath Program Perks
Coaching
Financial Coaching & Support Network
Truly setting FinPath apart from other programs is to a large network of Wellness Coaches ready to help users navigate their financial journey.
Wellness Coaches do not work on commission and are completely unbiased—they are simply there to help. Sometimes it’s more convenient to speak with a real person who can explain things in a way that a video or learning module can’t.
Anywhere, anytime
Times have changed and so have we. Meet with a coach via phone, live video chat, or in person.
Courses
Step up your money skills with FinPath University
Courses are for everyone, no matter what sort of prior finance knowledge you have. Start with beginner 101 courses and move your way up the ladder with more complex topics. We break down complex financial topics using everyday situations.
Popular courses this year:
- 5 Tips to Maximize Your Paycheck
- Credit is a Powerful Financial Tool – Use it to Your Advantage
- Manage Your Debt or Your Debt Will Manage You
- Student Loan Forgiveness
Financial Health Tools
Take action and track your progress with powerful financial wellness tools
With FinPath, you have a complete suite of online tools to help you take control of your finances. FinPath encourages you to perform a series of goals to improve your financial wellbeing—like establishing emergency savings funds, improving credit score, lowering their debt, and more
From retirement, to vacations, to buying a home, we can help you project how much you need to save to accomplish every goal.
Program Perks
Get rewarded for improving your financial wellbeing
FinPath partners with a list of preferred providers to bring you even more resources and rewards.
Current perks include:
- $1,000 monthly content
- Student loan forgiveness evaluations
- Identity protection and credit monitoring discounts
- Debt consolidation & emergency loans
- Nonprofit referral services
More coming soon!
All that and much more
Loan Consolidation Help
Save and reduce your loan interest by consolidating to a lower APR option.
Facebook Community
Invitation to Money Megaphone, a group for all your money questions answered by Financial Coaches.
Worksheets
Not a fan of all the online tools? We got your back. Access templates ready to fill out manually.
Retirement Analyzer
Are you on track for retirement? We’ll help you evaluate your current roadmap.
College Savings
It’s never too early to start planning for your kids’ college tuition. We’ll help you get started.
So much more
Really. There’s a ton more to explore in FinPath. Plus, we’re always adding more tools for you.
Ready to get started?
1:1 coaching
Financial health tools
and so much more
Onsite events
Turnkey implementation
Payroll integration
