Financial coaching that changes lives.
Empowering employees with personalized financial guidance as an employee benefit, since 1999.

Employers
Learn about Financial Finesse as an employee benefit
Employees
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.



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.


Financial coaches so good your employees can retire earlier than they ever imagined.
An employee benefit so good they won’t want to.
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.