Help Your Workforce Reach Financial Success

Empower your workforce with 1:1 financial coaching and smarter financial wellness tools from FinPath by HUB

What is FinPath?

FinPath by HUB is a modern financial wellness platform built to help employees reduce stress, make informed financial decisions and stay on track toward their goals.

Now enhanced with FinPath Intelligence, FinPath’s Digital Money Assistant dynamically adapts to each employee’s financial journey—helping them manage everything from benefits enrollment and budgeting to retirement planning and debt reduction.

Why Financial Wellness Matters

When finances are strained, performance slips and people churn. Here’s how it affects your workforce.

2x more

Likely for financially stressed employees to look for a new job.

pwc.com

34%

Rise in absenteeism and tardiness.

tiaa.org

7 hours

Of productivity is lost each week due to financial stress.

brightplan.com

How It Works

FinPath by HUB is changing the way financial wellness drives workplace success. Employees are empowered with the clarity and confidence to keep their financial goals moving forward. With real-time insights and direct access to certified financial coaches, FinPath offers answers, guidance, and tools – all right at their fingertips.

Financial Coaching

Financial wellness is a journey. Your coach will see you through it.

FinPath Courses

Participate in financial education courses led by our instructors.

Digital Money Assistant

Powered by FinPath Intelligence, get answers to financial questions.

Financial Coaching & Support Network

What truly sets FinPath by HUB apart is our extensive network of certified financial wellness coaches. Your employees get personalized, unbiased guidance from specialists who can help jumpstart their path to wellness. Our coaches are not commission-based, so their advice is always focused on each participant’s success.

We offer a flexible, modern approach to financial wellness. Your employees can connect with a coach by phone or video chat both scheduled and on-demand, ensuring that professional advice is always accessible.

Improve Money Skills with FinPath University

Users can participate in monthly live or on-demand courses and engaging activities to boost money skills – practical, engaging, and easy to understand.

Popular courses this year:

5 Tips to Maximize Your Paycheck
Credit is a Powerful Financial Tool – Use it to Your Advantage
Manage Your Debt or Your Debt Will Manage You
Student Loan Forgiveness

Take Action & Track Progress – Your Digital Money Assistant

Get personalized financial guidance, paycheck insights, explore workplace benefits, and connect your accounts to stay on top of your money — all in one place.

Users can ask questions like “Tell me more about our retirement benefits”, “Analyze my latest transactions”, or “Optimize my paycheck” for instant guidance.

Powered by FinPath Intelligence

Employers Expect a Turnkey Experience. We Deliver.

FinPath by HUB is tailored to meet the specific needs of your staff, ensuring flexibility and adaptability. Our seamless onboarding process welcomes each new client, and our robust support system guarantees the program’s success. We handle all the details, making it effortless for your employees to develop better financial habits.

Dedicated Success Manager

To ensure long-term program success, each organization is assigned a Client Success Manager. They will proactively reach out with updates, campaigns, marketing collateral, and other efforts to promote program adoption, as well as achieve your organization’s desired outcomes.

Ongoing Engagement

Consistent engagement is key. To keep users engaged and provide ongoing value, the FinPath by HUB team has created a communication system of digital and print assets. We can even oversee all emails, newsletters, and social media efforts.

Impact Reports

You will receive detailed reports to help track the success of FinPath by HUB within your organization. Reports will help provide high level insight on areas your employees are improving on. Together, we can help target specific areas of opportunity and improve financial wellness.

Let’s Plan Your Next Step Together.

Schedule a conversation with one of our advisors.

Connect with an advisor

Tell us a bit about yourself and we’ll reach out to schedule a conversation.