Workplace Wellness
Financial Wellness Solutions for Staff
FinPath combines advanced technology and personal Wellness Coaches to empower stronger financial health in our communities.
Did you know
7 in 10 employees report high levels of financial stress?¹
7 in 10 employees report high levels of financial stress?¹
Statistics show employees often go without easily accessible or affordable financial tools, further impacting their health, productivity, and job. Whether a single parent, a young professional, an empty-nester, or a student, our mission is to give power and equal opportunity to everyone seeking financial wellness.
Who do your employees turn to for help?
Unfortunately, most employees don’t have a financial coach so they become victims of inadequate solutions like payday loans, bad car loan deals, and high-interest mortgages.
Lack of savings is a problem
Research shows individuals are not saving enough for emergency funds or to live a comfortable life beyond their working years.
%
of millennials have not started saving for retirement at all
%
of Gen Xers have less than $10,000 in retirement savings
%
of people over 55 years old have no retirement savings at all
%
of Latinos in the US have $0 in savings for retirement
Our Solution
FinPath Financial Wellness
how it works
Program Features
Wellness Score Tracker
Users begin by obtaining their Wellness Score and FinPath provides personalized guidance on how to improve it—like establishing emergency savings funds, improving credit scores, lowering debt, and more.
FinPath University
A library of interactive, self-paced courses are available to help educate users on important financial topics. Our proprietary course curriculum addresses the major financial milestones of everyday Americans
Wellness Coach Support
Nothing can replace having a conversation with a financial professional about an individual situation. Our coaches provide assistance via in-person meetings, phone, chat, or email.
Workplace Engagement
You’ll have a full team behind you to make FinPath a success.
Communication Campaigns
We’ll send engagement emails to help users stay connected.
On-site Events
We’ll plan events at your campus for in-person appointments.
Contests
Everyone likes a good contest. We’ll make financial literacy fun!
Onboarding
We’ll be there to show you the ropes from day one.
Financial Wellness Begins Here.