Financial coaching that changes lives.

Empowering employees with personalized financial guidance as an employee benefit, since 1999.


Learn about Financial Finesse as an employee benefit


Find out if your company offers Financial Finesse

We believe everyone deserves access to unbiased financial guidance.

That’s why in 1999 we invented financial wellness. For over 20 years, we’ve made it our mission to deliver life-changing financial coaching by partnering with employers who are dedicated to the well-being of their employees.

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.

Do I have Financial Finesse?

Enter your company email address to find out if your company has given you access to Financial Finesse as an employee benefit.

Our coaches have changed over 100,000 lives.

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

Wellness Icon
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.

Benefits Icon
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®

Anita Pippin - Financial Finesse Planner

Certified Financial Planner
Anita Pippin, 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.