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Financial Wellness Begins Here
Ready to build better financial habits? We make it easy!
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At FinPath, we put you first
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.
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:
- Debt Collection: Know Your Rights
- Student Loan Repayment: Keep Your Cashflow in Your Pocket
- Tax Tips: File Like The Pros
- Car Buying: Know Before You Go
Digital Money Assistant
Take action and track your progress with powerful financial wellness tools
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 professional, instant guidance that’s unique to your financial situation and priorities.
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Paycheck Analyzer – See where your money is really going each paycheck to identify areas to improve your budget, save more, or invest in accounts like retirement.
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Ask “Provide a spending report”
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Connect Accounts – 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.
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Ask ”Analyze my latest transactions”
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Benefits Guidance – Navigate your employer benefits with ease 24/7 to make sure you aren’t missing out on a single perk – or dollar!
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Ask “Tell me more about my workplace retirement plan”
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Personalized Insights – Making a financial plan can feel overwhelming, that’s why the digital assistant provides actionable and scalable steps for real progress toward your goals.
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Ask “What are my top actions”
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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.