Success isn't a coin toss.
Failure isn't an option.
If you’re serious about getting a grip on your money, we’re serious about helping you.
Personalized coaching more than doubles your odds of lasting financial change from 45% to 95%
Your Membership Includes:
- Your own financial coach - you're never alone
- Accountability – we’ll keep you on track
- An app for those who hate budgeting
- Ways to save and make more money
- Debt pay down strategies that actually work
- Student loan, home and car buying analysis
- Members-only interactive webinars
- Over 1,547 guides, walk-throughs, videos, and insights
Still on the fence? Check out our FAQs.
Why do I need a financial coach?
In much the same way a personal trainer can improve your workouts, a financial coach can improve your finances. A financial coach will help you set a plan, get focused, make better decisions and stay accountable.
Who will be my Coach?
Your Financial Coach will be one of our trained professional coaches who have a range of backgrounds in personal finance from debt payoff to investments to banking. Many are CERTIFIED FINANCIAL PLANNER™ Professionals (CFP®'s). Your Coach is genuinely passionate about helping you with money and hates selling products - so that's one less thing to worry about.
How does it work?
After you have your first call with your coach, you can reach out to them as much as you like. Your coach will reach out at least monthly via email and text messages depending on your preferences. Your cadence really depends on your goals and the accountability you setup with your coach.
What's required of me?
This is the type of program where you'll get out what you put in. Your coach is your partner. If you don't want to do something - don't commit to it. Speak up if you disagree with us. If you miss your goal, we're still here - keep trying!
How long do I need coaching?
It really depends. Some folks just need a little help getting on the right track, while others want to have the reassurance of a coach by their side. Generally, we recommend giving it at least 6 months to see meaningful results. You can cancel anytime.
How do I know if I'm ready for financial coaching?
Achieving long term financial success means getting on the right track and staying on the right track. It means setting realistic expectations during life's curve balls without letting them derail you. If you're committed to consistently making good choices, we're committed to helping you make life-changing progress.
What can't SmartPath help with?
Our coaches can help with a lot, but these are some specific topics that we aren't the best fit for: bankruptcy, eviction, wage garnishments, defaulted student loans, multiple debts in collections, debt settlement plans, repossessions, tax advice, credit counseling, business owner advice, and foreclosure.
What if I want to cancel?
While we hope that won't be the case, we understand we might not be the right fit for everyone at every stage of life. Log in to your SmartPath account and at the bottom of your profile screen is an option to Cancel your subscription. If you have any billing questions, you can always reach us at success@smartpathfinancial.com or by calling (888) 686-5808.
On average, over a year our clients experience:
-87%
Financial Stress
+90%
Financial Confidence
+12%
Household Income
+11%
Household Savings
-31%
Credit Card Debt
Success Stories
Don't just take our word for it.
Client commentary and client stories are exclusively from SmartPath, Inc.'s coaching clients. Testimonials are NOT from or related to SmartPath Advisors, LLC's investment advisory operations or clients.