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, budgeting, home ownership, and more!

Get Started
The user interface makes it easy for users to schedule an appointment with a certified financial coach.

Why SmartPath Coach?

Of users reported feeling better about their employer
91%
Of users reported feeling better about their employer
Aggregated Net Promoter Score
88%
Aggregated Net Promoter Score
Of users reported they could retire earlier than expected
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

Certified professionals who are obligated by their fiduciary duty to act in the best interest of your users. Many hold the Accredited Financial Counselor® (AFC®) or Certified Financial Planner™ (CFP®) designations.

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®
Glenn Sanger-Hodgson
CSLP®
Jen Nash
AFC®
Adam Coleman
AFC®
Teresa Baumann
CPFC®
Nicole Carson
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.

piggy bank
Student Loans

Wondering about loan forgiveness? Need a strategy to help you get started? A SmartPath Coach will review the user’s debt burden and financial situation, create a plan for repayment and give clear action items on how to move forward.

house
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.

stroller
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

“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

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

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

“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

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

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.

“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

Let's talk!

Want to learn more about SmartPath Coach?
Talk to Sales