Pathway Financial Education is excited to introduce a new partnership with Finance Mentor™—a digital financial coaching platform built to help individuals and families take control of their money, stay motivated, and make real, lasting progress.

We know that managing your finances can feel overwhelming. Whether you’re trying to stay on top of bills, build credit, save for a home, or get out of debt, it helps to have guidance and a system that keeps everything organized and focused. That’s where Finance Mentor™ comes in, and thanks to our new partnership, it’s completely free for anyone participating in our coaching programs.

What Is Finance Mentor™?

Finance Mentor™ is a secure, easy-to-use digital platform that brings your financial coaching journey into one organized space.

Once you’re set up, you’ll be able to:

  • Build a budget that fits your real life

  • Set personal financial goals and break them into manageable steps

  • Check in on your progress from your phone or computer

  • Stay in touch with your coach between sessions

Think of it like a personal financial dashboard. Instead of juggling spreadsheets, notes, and scattered reminders, everything is right where you need it. Whether you’re tracking your savings or preparing for a big financial decision, you’ll have the tools and guidance to stay focused.

Why Finance Mentor™?

At Pathway, we’ve worked with people facing all kinds of financial challenges and milestones. Some are just starting to build a foundation, while others are looking to level up and reach long-term goals. What we’ve learned is that the most meaningful change happens when people feel seen, supported, and in control.

Finance Mentor™ helps us do that better. It allows us to personalize your coaching experience, provide timely guidance, and offer structure without stress. It’s not about making finances more complicated; it’s about making them more manageable, and more meaningful.

How It Compares to Other Tools

There are plenty of budgeting apps out there, but most only focus on one piece of the financial picture. What makes Finance Mentor™ different is how comprehensive and connected it is.

How It Will Help the People We Serve

At Pathway, we support individuals and families who are often balancing financial stress with everyday life, whether that’s managing debt, caring for children, or rebuilding after setbacks. We know how discouraging it can feel when you’re trying to get ahead but don’t have the tools or support to get there.

Finance Mentor™ helps change that.

The platform offers a range of tools designed to make financial progress feel clear, manageable, and even empowering. Clients can build a budget, link their bank accounts, and get a full view of their spending all in one place. Real-time credit monitoring keeps them informed, while goal-setting tools and progress reports help track results over time.

The platform is available 24/7, meaning clients can log in whenever it works for them, whether that be before work, after the kids are in bed, or on a lunch break. For those who prefer to go at their own pace, there’s space for self-guided learning. For those who thrive with connection, there’s ongoing communication with their coach, and even the ability to add an accountability partner to their journey.

Most importantly, everyone who uses the platform will also be supported by our Personal Finance Program Manager, Angelique. She works one-on-one with clients to help them create a plan, adjust when life happens, and keep moving forward. Her guidance, paired with Finance Mentor’s built-in tools, creates a more personal and powerful experience for each person we serve.

When people have both structure and support, real change becomes possible. That’s what this platform is all about—making it easier for our community to take the next step with confidence, clarity, and care. Access to Finance Mentor™ is entirely free for those who come through Pathway’s doors, removing one more barrier to meaningful financial progress.

About the Partnership

This new offering is made possible through a three-year partnership between Pathway Financial Education and Finance Mentor™, powered by Red Toad Software. Through this agreement, we’re integrating Finance Mentor™ directly into our coaching programs to help our clients take meaningful steps toward financial security, with more structure and support than ever before.

The partnership officially launched in June 2025, and includes:

  • Full access to the Finance Mentor™ platform for clients receiving one-on-one coaching

  • Ongoing platform support and customization to meet the needs of our community

  • Dedicated onboarding and training for our team, so we can guide you through every step

  • Free access to our community, thanks to grant-backed funding

The agreement also provides tools that help us report outcomes and track success more effectively, so we can continue to improve our programming and show the real impact of financial coaching in our community.

This collaboration reflects our long-term commitment to removing barriers, offering personalized guidance, and making financial education more approachable, effective, and scalable, all at no cost to the individuals and families we serve.

Moving Forward, Together

At Pathway, we believe that financial knowledge is powerful, but personalized support is transformational. Through our new partnership with Finance Mentor™, we’re combining trusted guidance with easy-to-use tools to help our clients take control of their finances and build a future they’re proud of.

This isn’t just about using new technology. It’s about making financial coaching more accessible, more effective, and more human. Whether you’re working toward your first savings goal or trying to break free from debt, we’re here to walk with you every step of the way.

If you’re ready to take the next step, reach out to our team to get started with a one-on-one coaching session. We’ll get you set up with Finance Mentor™, introduce you to your coach, and help you build a plan that fits your life.