The following plans are now available for organizations.
• 25+ self-guided modules
• 10-15 minutes to complete
• Available in Spanish
• Mobile-friendly platform
• All features of Base Camp
• Analysis of financial picture
• Strategic actionable items
• Library of information blogs
Live Advisor Support
• All features of Ascend
• Live workshops
• Meetings in person or online
• Dedicated bilingual advisors
Frequently Asked Questions
How can I participate in FinPath?
At this time, FinPath is only available through volume licensing for organizations. You may ask your employer to bring FinPath to you.
Do I get all the services with my plan?
Your employer dictates which plan they want to provide to your organization. Different access and features will vary depending on what has been purchased.
Can I upgrade my account on my own?
We currently do not offer the ability to upgrade your account on your own.
How do I sign up?
Logging in is easy! You were already signed up to receive the full set of services through your employer. Visit our resource center for step-by-step instructions on how to get started.
How can I bring this program to my organization?
Our mission is to help fight financial stress in all communities. We look forward on talking to your organization’s leadership team to bring FinPath to you. Please submit a demo request to get the conversation started.
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.