Financial wellness starts with solving today's financial problem.

Our services

SmartPath Financial Care Plans help employees through stressful financial situations, one step at a time, in four different channels.

Classes

We offer nearly 30 different Classes on all sorts of financial wellness topics. Each class is engaging, practical, actionable and can be offered in person or via webinar for your employees.

Watch a Sample Class

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Class Listing

  • All
  • Getting Started
  • Big Decisions
  • Debt & Credit
  • Children & Family
  • Saving & Investing
  • Retirement

What gets measured gets improved. Doctor’s track cholesterol. Runners track distance. CEOs track sales. If you want to improve anything in your life, simply track it.

Join us and learn how to track your money (and win some awesome prizes along the way).

Highlights : Budgeting, Mobile Budgeting Apps, Saving, Tradeoffs/Prioritization

It’s hard to save during the holidays. It’s much easier to go into debt and justify it to yourself. Let’s show you how to flip that.

Join us for tips on how to avoid the January credit card blues…and still have a little fun.

Highlights : Black Friday, Holiday Spending Strategy, Budgeting

Why pay retail when you don’t need to? Getting the hookup is simply about being smart about what, why and where you buy, with a side of negotiation.

Come learn ways to save on everything from groceries to vacations.

Highlights : Saving, Negotiating, Finding Deals

Content Portal

Content

We have over 150 videos, posts and self-guided courses that provide 24/7 support for your employees. They can get the unbiased information they need, when they want it.

Coaching

Our certified coaches have a unique balance of empathy, experience and patience to solve your employees most pressing problems. We don't judge. We solve.

Coaching
Community

Community

People do best when they're surrounded by others with similar goals. Our private Facebook group gives your employees a community full of tips, tricks and watch outs in the ever changing world of personal finance.

Schedule Demo

Ready to learn more?

Let us show you how we can transform your organization.

testimonials crew

Testimonials

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.

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.

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.

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.

Meredith B.

$280,000 in loans