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2025 Quarterly Materials

Q1 Materials

Tax Content

Download January Flyer →

Download February Flyer →

Q2 Materials

Financial Literacy Month and Budgeting

Download Flyers →

Download Social Posts →

Foundation 99 Materials →

Q3 Materials

Coming Soon

Q4 Materials

Coming Soon

The Basics

Client Success Guide

A catch-all guide to FinPath

Overview

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

Download English →

Download Spanish →

Coaching Flyers

Financial Coaching overview

Download General Coaching Flyer →

Download Ask a Financial Question Flyer →

Registration Instructions

Step-by-step registration instructions

Download English →

Download Spanish →

Resource Center

Resource Center

FAQs

Frequently asked questions

FinPath Financial Courses

2025 FinPath Education Activities

A full calendar year of FinPath live courses

2025 Workshop Descriptions

FinPath course catalog

Resource Center

Resource Center

Breakroom Posters

Poster

Assets

Resource Center

Logos

Zip file includes logo images

Resource Center

Resource Center

Newsletter Images

Zip file includes images designed for newsletters

Video Library

Introducing FinPath

Welcome to FinPath

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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&badge=0&autopause=0&player_id=0&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&badge=0&autopause=0&player_id=0&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&badge=0&autopause=0&player_id=0&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&badge=0&autopause=0&player_id=0&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&badge=0&autopause=0&player_id=0&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&badge=0&autopause=0&player_id=0&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&badge=0&autopause=0&player_id=0&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&badge=0&autopause=0&player_id=0&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&badge=0&autopause=0&player_id=0&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&badge=0&autopause=0&player_id=0&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&badge=0&autopause=0&player_id=0&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