All Products and Services
"If you think education is expensive, try ignorance."
Henry Bok, Former Harvard University President
Our award-winning financial education services are all designed, developed and facilitated by our on-staff Certified Financial Planner™ professionals. We have the ability to cover any financial topic, any time, anywhere in the US through a wide range of delivery methods.
Choose from one of the services below to learn more.
In-person education delivered by a Certified Financial Planner™ professional
Online content and tools
Personal financial coaching over the phone
How We Are Different
Our unique advantage is our ability to build custom programs that are specifically tailored to your company goals. Financial Finesse's consulting team can assess your company's specific requirements, you benefits programs as well as your employees demographics and help you build a fully customized program combining the elements of the curriculum that best address your needs.
With our consultative process you get a full access to our extensive Think Tank research as well as our years of experience building award-winning financial education and benefits planning programs for a wide range of companies and government entities, including some of the leading Fortune 1000 corporations.
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