Guidance When And Where Employees Need It

We work with you to design custom, multi-channel programs based on the specific needs of your workforce with the goal of engaging all employees with ongoing, personalized support to create a culture of financial wellness.

Workplace Financial Wellness Assessment

You receive an aggregated report of all individual financial wellness assessment results broken down by age, income, gender, and location, so you can build a custom program that directly addresses your employees' financial issues.

WFWA Pages

Financial Learning Center

The patent-pending online platform allows employees to quickly assess their financial situation and obtain personalized guidance based on their needs.

Financial Helpline

On demand and ongoing phone-based coaching to help employees resolve financial problems and achieve their goals.

1-on-1 Consultations

Proactive financial planning sessions designed to help employees develop and implement personalized financial plans.

Workshops & Webcasts

Employees enjoy hands-on, interactive sessions using behavioral finance techniques proven to drive behavior change. Topics cover everything from basic money management to custom workshops on benefits changes.


  • Facilitated by an in-house CFP® with over 10 years experience
  • Employee benefits fully integrated into sessions.
  • Gamification and case-study approaches ensure employee engagement
What Your Financial Advisor Isn't Telling You

What Your Financial Advisor Isn’t Telling You: The 10 Essential Truths You Need to Know About Your Money

A cost-effective solution for smaller companies to teach employees to protect their money, maximize their benefits, and improve their overall financial well-being.

Step 1: Purchase a book for all your employees

Step 2: Send us a receipt of the purchase

Step 3: Schedule a consultation to help you leverage principles in the book into workshops

Financial Finesse In Your Pocket

With our mobile app, your employees get instant access to all of their financial wellness services, allowing for one-touch access to speak with a financial planner, register for a workshop, and take a financial wellness assessment.

Finanical Finesse mobile app

Full Program Support

All the components you need to develop, launch, and maintain a successful program are included in the pricing of our services.

Custom Marketing

Custom Marketing

  • Marketing Strategy
  • Program Launch
  • Targeted Messaging
Custom Marketing

Event Management

  • Event registration
  • Notifications and reminders
  • Include other vendors' events
Custom Marketing

Ongoing Reporting

  • Utilization
  • Survey Results
  • Behavior Change and ROI

Build A Custom Program For Your Employees

Schedule a chat with a consultant who can help design a custom program for your company.

What do you want to learn more about?

Build a Custom Program
Financial Wellness Best Practices
Tracking Behavior Change & ROI
Wellness Assessment
Online Education Tools & Resources
Mobile Application
Live Group Education
One-on-One Coaching