The companies who win the war for talent are not those who offer the richest benefits, but rather those who provide the best coaching around how employees can maximize their compensation and benefits to change their financial lives.

We’re in the business of changing financial lives.

Employers can no longer guarantee life-long financial security with gold watches and pension plans. So, we invented Financial Wellness in 1999 as an innovative way to remain true partners in your employees’ financial future.

Personal Financial Coaching
Personal Financial Coaching

Financial guidance should not be a luxury product. We believe everyone should have access to life-changing financial coaching regardless of income.

Strategic Financial Wellness Programs
Strategic Financial Wellness Programs

We partner with employers who understand their employees are their biggest asset, and structure programs that align with their strategic HR goals.

Financial Wellness Think Tank
Financial Wellness Think Tank

Through our award-winning thought leadership and research, we’re making sure the financial services industry doesn’t forget the “service” part.

On average in the US…

$50 Million
$50 Million

That’s how much the average 5,000 employee organization can spend on employee benefits each year.

$1 Million
$1 Million

That’s how much the average employee can leave on the table over the course of their career as a result of not fully understanding their employee benefits.

Being average is expensive. The most innovative organizations are utilizing Financial Wellness programs to help employees pursue an above average financial future.

Our Mission

We are not a finance company.

We are a people company on a mission to deliver life-changing financial guidance to those who need it most.

No sales pitch, hidden agenda, or fees.

The power of people helping people.

True Financial Wellness cannot be achieved through technology and financial products alone. Our team of CFP® professionals rely on AI – Actual Intelligence – to connect the dots between money and emotions to ultimately inspire real, quantifiable behavior change.

Beyond Wellness
Beyond Wellness

Employees who work with a Personal Financial Coach™ make better financial decisions, report a higher level of personal and professional satisfaction, and positively impact your bottom line.

Beyond Retirement
Beyond Retirement

Whether you’re trying to buy a $500k house, save $50k for your wedding, or pay-off your last $5k in student loans, your Personal Financial Coach™ is your dedicated partner every step of the way.

Beyond Benefits
Beyond Benefits

As a Personal Financial Coach™, it’s our job to know your company benefits better than you do and ensure your employees understand the significant investment you’ve made in their financial security.

Financial coaches so good your employees can retire earlier than they ever imagined.

An employee benefit so good they won’t want to.

Linda Robertson - Financial Finesse Planner

Certified Financial Planner
Linda Robertson, CFP®

Bruce Young - Financial Finesse Planner

Director of Planner Training
Bruce Young, CFP®

Erik Carter - Financial Finesse Planner

Certified Financial Planner
Erik Carter, CFP®

Cyrus Purnell - Financial Finesse Planner

Certified Financial Planner
Cyrus Purnell, CFP®

Kelley Long - Financial Finesse Planner

Certified Financial Planner
Kelley Long, CFP®

The only guaranteed ROI is
investing in the wellbeing of your employees.

Whether your strategy is mission based or problem-centric, we specialize in defining the objective and metrics of your wellbeing investment, creating a unique employee experience to drive engagement, and delivering client success through ongoing support.

Wellbeing Strategy Consulting

With twenty years of Financial Wellness experience, we dig into the data and leverage our award-winning predictive ROI model to assess your organizational challenges and determine an integrated program strategy that fully optimizes your long-term results.

Based on an annual study of Fortune 500 employer utilizing multiple Financial Finesse services.

Custom Program Design

Once we understand your strategic challenges and goals, we design a holistic employee experience, fully integrating your benefits, that delivers unbiased financial coaching when and where your employees need it and in their preferred learning style.

Ongoing Program Concierge

We do the heavy lifting for you. As your full service partner, our team of client service, marketing, technology and creative design experts is at your disposal, giving you everyday access to the high-touch support you need to create and deliver an award-winning program.

Contact Us

Join our mission and empower your people to live well by doing good.