SmartPath has a long history of providing an unbiased, effective suite of financial well-being solutions that meets employees where they are. These solutions, coupled with support from leadership, will create a culture of financial health for your clients.

Employee-Focused Financial Wellness

At SmartPath, our goal is to bring objective, trustworthy and affordable advice to help everyday people reach financial well-being. The Financial Resiliency Program provides accountability that employees need in order to make, sustain, and build upon positive financial habits and behaviors.

Simple Expertise

Reducing complexity is a hard, but noble effort. We believe that financial advice should be clear, concise, and connectable. Our certified financial experts offer approachable person-centered coaching without any jargon, sales, or financial products.

Integrated

Employees often won't use their benefits because they simply don't know about them. SmartPath brings awareness of existing employee benefits through financial coaching and classes to help employees save more and spend less.

Exceptional Service

Our Customer Success team members are really really good at their jobs. From initial benefits review calls, to program roll-outs, to monthly check-ins, our Customer Success team makes sure that the SmartPath program is a success for organizations nationwide.

Turnkey Marketing

HR professionals are already busy enough. To get started, all SmartPath needs from an employer is an eligibility file, their benefits guide, and a quick conversation to understand their population.

SmartPath will take it from there to launch the program with a dedicated Account Executive, online co-branded website, and turnkey marketing campaign to share the program with employees.

Trained Talent

Our coaches are talented, trained, and dedicated to helping. They have experience working with families of all shapes and sizes including members of the LGBTQ+ community, veterans, single parent households, and more.

Our team of financial experts are CERTIFIED FINANCIAL PLANNING™ Professionals, Accredited Financial Counselors® (AFCPE), Behavioral Financial Advisors, U.S. Department of the Treasury Enrolled Agents, Accountants, MBAs, and more.

Each professional completes monthly in-house training and over 30 continuing education credit hours of learning per year to stay abreast of the current financial market to best serve their coaching and planning clients.

Authentic

In all that we do, we are genuine, empathetic human beings. We believe in treating everyone with equality and respect. People do amazing things when you believe in them.

Viewpoint Newsletter · Edition #27

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