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!
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Why SmartPath Coach?
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








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!
Karen Velkey
Vice President of Benefits and Compensation
HII
Teodora N.
SmartPath User
Heather J.
SmartPath User
Jaymi R.
SmartPath User
Rob Wisniewski
Director of Benefits
GoDaddy
Sylvia B.
SmartPath User
Lalaine Balois
Benefits Consultant
Leidos
Trina C.
SmartPath User
Werten Bellamy
President
Stakeholders, Inc.
Jim & Sue B.
SmartPath Users