Money stressing you out?
We've got you covered.
SmartPath's Financial Care Plans™ use intelligent models powered by human coaches to solve your employee's financial needs.
Budget BootcampBudget Bootcamp
Car BuyingCar Buying
Debt DisrupterDebt Disrupter
Elder CareElder Care
Home OwnershipHome Ownership
Love & MoneyLove & Money
Parent PrepParent Prep
Retirement ReadinessRetirement Readiness
Student Loan CrusherStudent Loan Crusher
Suddenly SingleSuddenly Single
Surviving SeveranceSurviving Severance
Care Plans In Practice
As a benefit, SmartPath Financial Care Plans help employees through stressful financial situations, one step at a time, in four different channels.
We believe that everyone deserves a simpler, low-stress relationship with their money. Personal finance has been overrun by complexity, sales and uncertainty. That’s why we’re working to make financial problem solving more personal and accessible for everyone.
We speak "financial" so you don't have to and keep it simple for everyone.
No Sales or Products
We are unbiased and unaffiliated, so there's nothing to hide from your employees.
If it doesn't lead to change, it doesn't matter. We take baby steps and build momentum.
Everything we do is personalized and human-driven. No robot overlords here.
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Don't just take our word for it.
There’s definitely a major feeling of relief that somebody, who knew what they were doing, was helping me make a plan as opposed to me wandering in the dark as a medical student.
Margot H.$170,000 in loans
It helped make sure I was on the right track and had a good understanding of paying back my loans. I’ll most likely do the 10 year plan, but we talked about my budget and how I could pay it off in 7 years based on the job I get.
Katie B.$96,000 in loans
It’s a 1-on-1 session in which you provide some numbers and goals, and they provide answers, options, and timetables for paying down your debts! It gave me confidence that I might be able to pay off my huge student debt in 6 years or less (much faster than I anticipated).
Diane R.$215,000 in loans
Major adulting win. Having a financial coach who doesn’t judge your loan status or prior financial misdeeds guide you through the repayment maze is so empowering, and will totally reduce your stress level about the next steps.
Meredith B.$280,000 in loans
Ready to learn more?
Let us show you how we can transform your organization.