Finance for the People.
How We Do It
SmartPath does not sell financial products (things like insurance, accounts, or portfolio management). Instead, we give you a roadmap and charge a small fee for personalized coaching. We cover everything from figuring out how to pay off student loans to making smart investments.
We don’t have a dog in the fight so all the information is 110% focused on you. It’s not always what you want to hear, but it is be strategic, helps you understand your options and tradeoffs, and gives you encouragement to push forward. Building wealth requires consistently making good choices over decades. If you’re committed, we make sure that happens.
We're always looking for committed, passionate folks to join our mission.