Life-Changing Workplace Financial Wellness Programs

Our customized, unbiased financial wellness programs are built on a proprietary behavioral change model that is proven to help employees:

Better understand, appreciate and manage their benefits

Graphic: Average deferral rates for employees: 6% who don't use financial educaiton vs 10% who do use financial education

Graphic: 100% of employers see improvement in employee benefits satisfaction

Improve their financial wellness
 

Graphic: 89% of employees make at least one improvement to their finances 30 days after participating in financial wellness programs

Graphic: Change in company's health care costs: Financial education users -4.5% vs Non-financial education users +19.4%

Retire comfortably, in any economy

Graphic: I know I am on target to replace at least 80% of my income in retirement: 34% before financial education  vs. 47% one year after financial education

Graphic: Average cost per employee who delays retirement for financial reasons: $10,000 - $50,000

Latest News

  • Step One to Get Participants Focused on Retirement Planning
    Three types of participant—underfunded, funded and unsure—can all benefit from a simple retirement readiness projection, a key part of holistic financial wellness, according to Financial Finesse. A number of variables make it difficult to gauge retirement readiness: future market returns, for one, and inability to predict economic cycles that create or destroy wealth…
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