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FinPath Plans

The following plans are now available for organizations.

BASE CAMP

Learning Modules

• 25+ self-guided modules
• 10-15 minutes to complete
• Available in Spanish
• Mobile-friendly platform

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ASCEND

Planning Toolkit

• All features of Base Camp
• Analysis of financial picture
• Strategic actionable items
• Library of information blogs

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SUMMIT

Live Advisor Support

• All features of Ascend
• Live workshops
• Meetings in person or online
• Dedicated bilingual advisors

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EVEREST

Executive Coaching

• All features of each plan
• Complete investment review
• Goals-based analysis
• Personalized reports & proposals

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Frequently Asked Questions

How can I participate in FinPath?

At this time, Financial Pathway is only available through volume licensing for organizations. You may ask your employer to bring Financial Pathway to you.

Do I get all the services with my plan?

Your employer dictates which plan they want to provide to your organization. Different access and features will vary depending on what has been purchased.

Can I upgrade my account on my own?

We currently do not offer the ability to upgrade your account on your own.

How do I sign up?

Logging in is easy! You were already signed up to receive the full set of services through your employer. Visit our resource center for step-by-step instructions on how to get started.

How can I bring this program to my organization?

Our mission is to help fight financial stress in all communities. We look forward on talking to your organization’s leadership team to bring FinPath to you. Please submit a demo request to get the conversation started.

Important Disclosures

Total Compensation Group Investment Advisory Services LP (“TCG Advisors, LP”) is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.
This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.
This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.