Our Mission
We are on a mission to improve the financial health of individuals from all income backgrounds.
About Us
Get to Know FinPath
Who We Are
At FinPath, we believe that financial wellness is essential to living a fulfilled life. We understand that financial stress affects every aspect of well-being, and we are passionate about empowering individuals to take control of their financial future. Our approach is rooted in empathy, support, and a deep commitment to helping people build sustainable financial habits that lead to long-term success, regardless of their starting point. We are advocates for financial freedom and the transformative power of knowledge.
What We Do
Our team offers personalized, accessible support people need to reach their goals and improve their financial well-being. Our program helps participants manage their finances, reduce debt, build wealth, and find peace of mind. FinPath equips individuals with the knowledge and strategies to tackle unique financial challenges and achieve long-term security.
How We Do It
FinPath offers flexible, on-demand, confidential financial coaching through multiple channels, including video calls and in-person sessions. Our platform integrates powerful financial tools and educational resources, enabling individuals to make informed financial decisions and work with expert coaches at their convenience.
We’re working on improving these alarming statistics
%
of Americans have not started saving for retirement at all
Source: finmasters.com
%
of Americans are unprepared for financial emergencies
Source: bankrate.com
%
of Americans are in debt (mortgages, loans, etc.)
Source: creditkarma.com
%
of Americans live paycheck to paycheck
Source: retireguide.com
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.
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 and recent graduates
Recent parents and 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.
Employees
Did your employer send you here? If so, FinPath access is ready for you. Click below to access:
Features:
1:1 Coaching
Financial health tools
and so much more
Employers
We have great solutions for your employees. We’d love to connect. Click below to access:
Features:
Onsite events
Turnkey implementation
Payroll integration
Producers
We can help you too. FinPath can be the next partner for your community. Click below to access:
Features: