Financial Finesse — Unbiased Financial Education
Full Service Financial Education

"With the recommendations that you've given me, I've a clear understanding of where to place the incoming funds until my daughter begins college. My feeling of helplessness has subsided, due to your knowledge provided, personal experience and education."

-Ask-a-planner Day participant

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Unbiased Financial Education

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Press & Awards

Financial education in the news

  • Financial Finesse Releases Latest Study on Consumer Financial Trends

    2009 Lauded as the year of "failure and redemption"

    Manhattan Beach, Calif. Feb. 22, 2010. Financial Finesse, the leading provider of unbiased financial education, just released its 2009 findings on consumer financial trends. The report analyzes direct calls to the company's helpline and online data from employees of over 300 employers across the country.

    Financial Finesse, Inc., February 22, 2010

  • NFLPA Launches Financial Education Program for NFL Players

    The NFL Players Association today announced it has partnered with Financial Finesse, the nation's leading provider of unbiased financial education programs, to launch a comprehensive program which gives NFL players the financial guidance they need to prepare financially for a lock out.

    "There's been a long standing need for this kind of financial education for our members who have unique circumstances that make financial planning particularly difficult," NFLPA Executive Director DeMaurice Smith said. "With no guarantees in NFL contracts and the potential for a 2011 lock out, we want to make sure our members are prepared for injury or anything that cripples their career. We'd also like them to transition from football to a lifetime of financial security and independence--something that is possible only with smart financial planning."

    NFL Players Association/Financial Finesse Press Release, September 29, 2009

  • Financial literacy site encourages people to get involved in their community

    The recession has exposed America's dirty secret that many Americans are financially illiterate. And it would be difficult to find someone who doesn't agree that Americans could use more financial education at the student and adult levels.

    There are a variety of Web sites aimed at improving financial literacy in America, but one new site hopes to go beyond offering the usual tools for learning to budget, paying off debt, boosting savings, etc. GetFinancialFinesse.org hopes to equip people with tools to clean up their own finances and get involved in efforts to improve financial literacy in their communities. The site is operated by Financial Finesse, a financial education company.

    AOL Wallet Pop, October 20, 2009

  • CNN Report on Research on the Gender Gap in Financial Literacy
  • Companies Step Up Benefits Communication to Combat Unions

    As discussions around the Employee Free Choice Act heat up in Congress, employers are stepping up their communications to employees about the benefits they offer as a way of combating unionization efforts.

    Workforce.com, July, 2009

  • Testimony of Liz Davidson before the Department of Labor's ERISA Advisory Council Working Group, hearing on "Financial Literacy and the Role of the Employer."

    "Any firm that offers a retirement plan should provide employees with financial education around how to make informed decisions on how to use these plans to achieve their retirement goals .... The risk ... is that employees assume they are set for retirement, only to have a rude awakening when it is time to retire."

    Liz Davidson, September 19, 2007

  • Becoming Financially Literate: CEO Davidson on fixing your money habits

    Liz Davidson, CEO of Financial Finesse, talks with BW's David Bogoslaw about how consumers can better balance short-term money needs with long-term financial goals.

    BusinessWeek, July 2009

Research & Best Practices

Recent reports

  • 2009 Year in Review-Executive Summary

    The recovery is tepid from a consumer standpoint, with consumers only marginally better off in Q4 2009 than they were a year ago. Debt calls did decrease from 39% of calls in Q4 2008 to 35% of calls in Q4 2009, a sign that consumers overall are beginning to recover, but other data revealed consumers are not out of the woods yet.

    Financial Finesse, Inc., February 2010

  • Latest Behavioral Change Results

    Summary of results compiled from 1492 workshops conducted between January 1, 2007 - April 15, 2009 given to participants 30 days after the workshop to measure what changes they have made since.

    Financial Finesse, Inc., May 2009

  • Research on the Gender Gap in Financial Literacy

    43% of calls from women were regarding debt, with half of those relating to strategies to reduce debt. (36% of calls from men were regarding debt)

    Financial Finesse, Inc., May 2009