About FinPath

We are on a mission to improve the financial health of individuals from all income backgrounds.

In the United States, 7 in 10 Americans admit to high levels of financial stress. We’re working to change that.

Our goal is to help empower communities with access to the financial tools and resources they need to achieve financial wellness. We know this is not an overnight process, so our Financial Coaches work on creating a long-term plan customized for each individual.

We’re working on improving these alarming statistics

%

of millennials have not started saving for retirement at all

%

of Gen Xers have less than $10,000 in retirement savings

%

of people over 55 years old have no retirement savings at all

%

of Latinos in the US have $0 in savings for retirement

FinPath is rooted in education

We believe the best way to create lasting change is through education and mentorship.

Our personalized learning model incorporates one-on-one meetings, workshops, seminars, learning modules and other resources centered on key initiatives like:

  • Encouraging and building consistent financial habits
  • Maximizing every dollar
  • Bringing banking to the unbanked
  • Providing opportunities to access economic solutions

Groups we work with

We work with individuals of all socioeconomic backgrounds and current financial situation. Our programs are especially popular among the following groups:

Young workers & recent graduates
Parents & growing families
Tenured workers and empty nesters
Retirees (and nearing retirement)

We have a solution just for you

We work with individuals and organizations of all sizes, income levels, and needs.
Are you an employee?
Did your employer send you here? If so, FinPath access is ready for you. Click below to access:
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1:1 coaching

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Financial health tools

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and so much more

Are you an employer?
We have great solutions for your employees. We’d love to connect. Ask about:
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Onsite events

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Turnkey implementation

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Payroll integration

Are you a broker?
We can help you too. FinPath can be the next partner for your community. Ask about:
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Integrated systems

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Impact reports

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Payroll integration