Know where you stand.
Start with a resilience score and a practical emergency-fund plan. See how much cash you need within reach, and what to work on first.
Financial resilience · Human first
A clearer path.
A steadier future.
Build a cash cushion, understand your budget, and move forward on life's big decisions. Clearpath Finance pairs practical tools with human guidance—without the traditional advisor price tag.
An early-stage service for Gen Z and millennials.
Our north star
Less financial guesswork. More breathing room.
What you can expect
Human-led guidanceAI use clearly labeledResilience before returns
The Clearpath approach
Start with today.
Prepare for tomorrow.
You don't need to predict the market to make a useful plan. Start with the money you have, the commitments you carry, and the life you want to build.
Technology does the prep. People bring perspective.
AI supports budgeting and scenario alerts. Human planner check-ins give you space to ask questions and turn the numbers into next steps.
Make room in your everyday budget.
Clearly labeled AI tools help track spending and cash flow, so you can spot a shortfall before it becomes a surprise.
Talk through the next big decision.
Explore job loss, changing rates, or a first home with what-if scenarios. Bring your questions to a human planner, not just a chatbot.
Planned memberships
Support that fits your season.
Our proposed pilot plans combine everyday tools with regular human conversations. Availability and final terms will be confirmed before enrollment.
ESSENTIAL
$29 / month
A plan to keep coming back to.
Resilience score, emergency-fund planning, AI-assisted budgeting and cash-flow tools, plus a planner call every quarter.
GUIDED
$59 / month
More conversation. More perspective.
All Essential tools, with a monthly 20-minute human planner check-in to work through changes and upcoming decisions.
For employers: proposed benefit pricing of $8–12 per employee per month. Explore the pilot through registration.
Free
For individuals getting started
$0/month
- 1 workspace
- Up to 3 team members
- Basic analytics
- Community support
Clearpath Finance is in development. Planner availability and regulated advisory arrangements must be confirmed before launch. Financial planning does not guarantee outcomes; AI scenarios are estimates, not predictions.
Take the next step
You don't have to figure it out alone.
Help shape Clearpath Finance. Register your interest in the pilot and a more practical way to plan.