Expert guidance for every major financial decision

SmartPath Coach gives users access to a dedicated financial professional who offers guidance on a wide range of personal finance topics, including debt management, college financial aid, retirement planning, home ownership, and more!

Get Started

Why SmartPath Coach?

91%

Of users reported feeling better about their employer

88%

Aggregated Net Promoter Score

44%

Of users reported they could retire earlier than expected

Dedicated

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.

Highly Qualified

Licensed professionals who are obligated by their fiduciary duty to act in the best interest of your users.

Experience

Our team has at least 15 years of experience each—that’s over 100+ years combined.

Accessible

Our coaches are available seven days a week across the United States.

Meet Some Of Our Coaches

Anna Paul

CFP®

Chris Lane

AFC®

Leo Marte

CFP®

Olivia Keys

CSPO®

Ryan McPherson

CFP®, EA

Teresa Baumann

CPFC®

Tyler Landes

CFP®

Wilson Muscadin

AFC®

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.

Retirement Readiness

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.

Buying a Home

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.

Parent Prep

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!

SmartPath has created a solution for the set of people that have the most to gain from tracking their money. More importantly, they did it in a way that solves our employees’ problems in simple terms. This is a company that takes the stress out of financial planning and makes lives better on a global scale.

Karen Velkey

Vice President of Benefits and Compensation

HII

Best thing that ever happened to me. SmartPath changes your financial life and is a must have!

Teodora N.

SmartPath User

“Having a SmartPath Financial Coach is one of the best and smartest decisions I’ve made in my life.”

Heather J.

SmartPath User

“Tracking my money has helped me plan better. I like to travel and shop. When I have a trip coming up I always make a goal to have a certain amount of spending money to splurge on vacation. SmartPath helps me maintain the FUEL I need for future events.”

Jaymi R.

SmartPath User

SmartPath will help guide our employees through buying a house, paying down debt, saving for retirement, understanding the unique GoDaddy total rewards package, and much more. It's been a pleasure to partner with the entire SmartPath team. It's been a pleasure to partner with the entire SmartPath team!

Rob Wisniewski

Director of Benefits

GoDaddy

“They will demystify personal finance and give you a reasonable method to follow.”

Sylvia B.

SmartPath User

Your format is engaging – casual but simple and clear, and you make a technically complicated benefit less daunting and easy to understand.

Lalaine Balois

Benefits Consultant

Leidos

“The SmartPath Financial Coach helped our family become less stressed about our finances, showed us that you have to measure it to improve it, and encouraged us to live within our means.”

Trina C.

SmartPath User

Without an understanding of how to build a foundation for financial wellness, overall wellness for the diverse performer is unlikely. The team at SmartPath offers the diverse performers at our conferences an actionable framework for addressing this important need.

Werten Bellamy

President

Stakeholders, Inc.

Thank you for your support and coaching to help us figure out where we are in our retirement plans and for directions to help us optimize opportunities. We aren’t done yet, and do look forward to continue down this path to our secured retirement.

Jim & Sue B.

SmartPath Users

Let's talk!

Want to learn more about SmartPath Coach?

Schedule A Demo