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Offerings

At Her Path we provide the steps needed to start your financial wellness journey.​ â€‹With personalized guidance and support, we help you build confidence in managing your finances and put you on a path to creating a secure financial future for yourself and your loved ones.

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Learn More
Get educated and increase your financial confidence

We encourage you to increase

your financial literacy and build the confidence you need to make informed decisions through our:

Financial Wellness Sessions

Resources & Tools

Joining Our Newsletter

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Her Path's Financial Wellness Speaker Series brings the education to you! It's a one-stop-shop that provides financial education -  online or in-person - to your employees or members of your organization or group. 

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Plan Now  
Create your estate plan, protect your assets and legacy

Trust & Will is the leader in online estate planning and has helped nearly one million families secure their legacies. Built by attorneys and customized by you, they provide state-specific, legally-valid documents  to meet your family’s needs.

 

Through Her Path's "Accountability Partner Offering", we provide support, encouragement, and motivation to stay focused on your commitment to completing your documents, from start to finish.​

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Stay Accountable   
Expert guidance with trusted seasoned professionals 

Partnering with seasoned 

financial professionals means

you don’t have to go it alone.​

 

At Her Path, we work together to understand your financial wellness goals and create next steps needed to start your financial journey

with confidence.

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And we’ll stay connected every step of the way to keep you accountable so that you are successful in achieving those goals.

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