Thanks for joining us!
We’re committed to helping you achieve your financial goals and enhance your overall understanding of Medicare options. Although a Financial Coach cannot complete your Medicare enrollment for you, they are here to help you build a solid financial foundation, budget confidently for healthcare costs, and keep your retirement goals on track.
Below, you’ll find a variety of resources to take advantage of what FinPath has to offer and increase your financial knowledge and confidence.
Get Started with FinPath
Meet with a Financial Coach
Need help with setting financial goals? Look no further! Our team of expert coaches is here to help you improve your financial situation.
Activate Your FinPath Account
Don’t miss out on accessing your FinPath benefits! Activate your account and start your journey towards financial wellness today.
Medicare Checklist
As a FinPath participant, you have access to various worksheets to help you with day-to-day budgeting, planning, and tracking. Check out our Medicare Checklist to make sure you’re prepared for enrollment!
Medicare Journey
Gain key information to help you or someone you love prepare for enrollment. Learrn how to assess your medical needs, choose the most suitable Medicare options, and navigate the open enrollment period effectively.
Medicare Crash Course
Get a quick introduction on all things Medicare! This video breaks down the parts, coverage details, and eligibility requirements. Explore the financial tools module in your FinPath dashboard for more Medicare resources!
Your Financial Coaches
Your Coach
Aaron Hennig
Financial Coach
Financial Coaches help with:
- Paying down debt
- Managing your budget
- Improving your credit
- Saving for emergencies
- Connecting to resources
Your Coach
Katie Wright
Financial Coach
Financial Coaches help with:
- Paying down debt
- Managing your budget
- Improving your credit
- Saving for emergencies
- Connecting to resources
Your Coach
Janett Tapia
Bilingual Financial Coach
Financial Coaches help with:
- Paying down debt
- Managing your budget
- Improving your credit
- Saving for emergencies
- Connecting to resources
Your Coach
Daryl Smith
Financial Coach
Financial Coaches help with:
- Paying down debt
- Managing your budget
- Improving your credit
- Saving for emergencies
- Connecting to resources
Your Coach
Jose Pequeno
Bilingual Financial Coach
Financial Coaches help with:
- Paying down debt
- Managing your budget
- Improving your credit
- Saving for emergencies
- Connecting to resources