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The Basics

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Program Success Guide

A catch-all guide to FinPath

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Overview

A 2-page overview of the FinPath product and its services

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Download Spanish →

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Coaching Flyers

Financial Coaching overview

Download General Coaching Flyer →

Download General Coaching #2 Flyer →

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Registration Instructions

Step-by-step registration instructions

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Download Spanish →

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FAQs

Frequently asked questions

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FinPath Course Schedule

A full calendar year of FinPath live courses

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FinPath Course Catalog

FinPath course catalog

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Breakroom Posters

Poster

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Assets

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Logos

Zip file includes logo images

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Newsletter Images

Zip file includes images designed for newsletters

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Campaigns

FinPath Journey

Zip file includes flyers for each course

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FinPath Launch Social Toolkit

Zip file includes images for social media

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Captions →

FinPath CORE Email Social Toolkit

Zip file includes images for social media

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FinPath Seasonal Social Toolkit

Zip file includes images for social media

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Video Library

Introducing FinPath

Welcome to FinPath

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/724719334?h=3073066653&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath Program Overview”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

Meet with a Coach

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/717917102?h=755930694f&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Meet with a Coach”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

FinPath Tools

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/717916648?h=5bcd9f360d&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Tools”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

Bienvenidos a FinPath

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/732475033?h=a8dc7a30dd&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Introduction (Spanish)”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

FinPath Communications

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/728139454?h=7ace15e57b&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Communications Overview”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

What is a Client Success Manager?

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/728140324?h=11d52938f0&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – What is a Client Success Manager”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

Getting Started

Registration Instructions

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/693743506?h=aafa8b4260&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Registration Instructions 2022″></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

Forgot Your Password?

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/717917753?h=b4462d9d74&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Reset Password”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

Lost Registration Email

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/717916105?h=f9ef7f02ef&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Registration Email”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

Financial Coaches

Meet Aaron

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/739026863?h=eb66e036fa&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Meet Aaron Hennig”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

Meet Janett

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/739043309?h=bc0371a912&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Meet Janett Tapia”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

Meet Antonieta

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<div style=”padding:56.25% 0 0 0;position:relative;”><iframe src=”https://player.vimeo.com/video/739040545?h=2b43e03ca3&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479″ frameborder=”0″ allow=”autoplay; fullscreen; picture-in-picture” allowfullscreen style=”position:absolute;top:0;left:0;width:100%;height:100%;” title=”FinPath – Meet Antonieta Amendolara”></iframe></div><script src=”https://player.vimeo.com/api/player.js”></script>

For Your Website

FinPath

FinPath is a financial wellness program paid by EMPLOYER designed to help you build better financial habits. With 1:1 financial coaching, education, and tools, FinPath can help you go from surviving to thriving – and it’s available at no cost to you.

Features

1:1 confidential financial coaching
Financial health tools
Financial education

Financial Coaching

With a financial coach, you will learn:

Tackle your debt
Understand your credit
Create a budget that sticks
Face your student loans
Create a plan for saving
Work toward a debt-free life

How to Register

Register today when you visit www.finpathwellness.com/register. Use your work email address when registering for your account.

Contact Information

info@finpathwellness.com
833-777-6545

Contact Us

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.

Customer Service: 833-777-6545

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