Foundational Financial Wellness
SmartPath provides classes, coaching and tools to help make stressful financial decisions easier.
Create a Unique Plan
Serving clients nationwide.
Our high touch, proven system brings objective, trustworthy and affordable financial advice to help employees reach financial well-being. SmartPath provides straightforward steps to tackle everything from budgeting to paying off student loans to planning for retirement. We help make it possible for Main Street families to re-write and improve their financial futures.
SmartPath meets employees wherever they are relative to their life stage, interest and energy level.
SmartPath’s program is comprehensively designed to allow employees to control the effort they want to reach their goals.
SmartPath has a simple system to help clients determine where they are and guide them step-by-step with clear, actionable items to reach their financial goals.
The goal is to spend less than you make” and end up with positive FUEL.
The Tank System
Once you have positive FUEL, we help clients fill their 7-Tanks, one tank at a time.