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

  • Financial Finesse Wins Top 15 in the 2014 HR.com Leadership 500 Excellence Awards
    Read about our firm’s employee leadership development program and why we believe it is imperative to our values as a firm and to our core mission to help empower people on a daily basis. Our Think Tank Director Greg Ward shares about our program in this interview and video.    
    Read more…

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