Flexible Pricing to Meet Your Unique Business Needs

We pride ourselves on offering product solutions tailored to your business, so you don’t buy anything you don’t need. And we’ve designed our pricing the same way…maximum flexibility, ensuring you receive maximum value.

Our Promise

We pride ourselves on providing product solutions tailored to your business, so you don’t buy anything you don’t need. This is reflected in our pricing - we offer maximum flexibility, so you get the maximum value.

Our Pricing Models

Flat Fee
SmartPath Learn - Charged per user, per year across all users with access.


SmartPath Coach - Charged based on the bundle of hours purchased.
Usage-Based
SmartPath Learn & Coach - Charged based on total user activity.
SmartPath can be paid for with plan assets, wellness credits, or department budget. We do not sell any financial products.

Yes, I’d like a quote!

SmartPath Learn
Daily live and on-demand personal finance classes.
  • Live Daily Classes on 130+ Different Topics
  • Personalized Class Recommendations
  • Automated Program Management
  • Comprehensive Reporting & User Insights
Learn More
SmartPath Coach
One-on-one coaching with a dedicated financial professional
  • Fiduciary first, licensed financial professionals
  • Over 10 years of experience each
  • 24/7 Accessibility Across the U.S.
  • Spanish Speaking Coaches on Staff
Learn More

Need to see how it works before you sign
on the dotted line?

We got you!

SmartPath offers pilot programs for organizations with over 5,000 participants.

Schedule A Demo

See why customers love SmartPath!

“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

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

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

SmartPath has been the cornerstone of Lumen’s financial well-being program since we launched a pilot in 2017. I participated in the original pilot program and it turned out to be the best thing I’ve ever done for myself and my family. My personal experience has made me the biggest champion of SmartPath, and I truly believe every single one of our employees should speak with a SmartPath coach.

Charlie Ho

Lead Benefits Analyst

Lumen

“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

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

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.

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

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

Sylvia B.

SmartPath User

SmartPath is a valued partner of HII’s Benefits & Wellbeing mission. The SmartPath team is a delight to work with – truly engaged and great thought partners. Our SmartPath account manager goes above and beyond – she cares and it shows in her work product.

Marisa Strickland

Corporate Benefits Manager

HII