Why SmartPath Coach?
Your employees will work with the same coach every time they call. Their SmartPath coach gets to know them and their financial goals and challenges, ensuring they receive consistent, personalized advice.
Licensed professionals who are obligated by their fiduciary duty to act in the best interest of your users.
Our team has at least 15 years of experience each—that’s over 100+ years combined.
Our coaches are available seven days a week across the United States.
Tailored Coaching Sessions with Measurable Results
Our financial coaches help users identify objectives, understand their current circumstances, and develop personalized, actionable plans to reach their goals.
Can you retire now? Is it time to take Social Security or should you wait a few years? A SmartPath Coach will review the user’s situation and provide actionable tips for better preparation.
Is it better to rent or buy? If the answer is “buy,” how much house can you afford? This coaching series guides users in making the best decision based on their unique circumstances.
There is a baby on the way, but are you prepared to handle the costs? Medical bills, diapers, and college savings can add up fast! Where do you even start? A SmartPath Coach will create an actionable plan to navigate all the financial questions that come with a new family member.
See why customers love SmartPath!
Jim & Sue B.
Vice President of Benefits and Compensation
Director of Benefits