Financial Finesse for Diverse Populations

Different employee populations have different experiences and often, culturally relevant financial coaching and resources can make all the difference. Our DEI team develops custom programs targeting employee groups experiencing heightened financial stress, unique challenges, and in many cases, greater financial insecurity.

Case Study

Tapping the Power of Community to Close the Financial Wellness Gap

Financial Finesse partnered with a large financial institution to reach diverse populations via the firm’s active ERG network. Through custom communications and events, and content developed and delivered by CFP® financial coaches from the communities it was created for, we delivered quantifiable results. Among campaign participants:


feel more prepared to make a financial decision


reengaged with the benefit


the confidence in retirement preparedness

Download the case study

Tapping the Power of Community to
Close the Financial Wellness Gap

Meet our Head of DEI Engagement, Laura Stamps

Laura advises our partners on how to maximize financial wellness gains among their employees, often focusing on the most financially stressed populations, where disadvantaged communities are disproportionately represented. She is passionate about democratizing access to trusted, unbiased financial guidance, which led her to Financial Finesse in 2015. The company’s mission is to change financial lives at scale, and through her work, Laura drives that mission forward everyday.

As a thought leader, Laura regularly speaks at industry events and is quoted in the media. She also contributes to our Financial Wellness Think Tank™, having authored a special report on Race and Financial Stress. Recently, she was named to COLOR Magazine’s Top Chief Diversity Officer POWERLIST and honored with a DCIIA Diversity, Equity, & Inclusion Award.

We build customized solutions to achieve important DEI goals

Financial Finesse was founded to bring unbiased financial coaching to as many people as possible—regardless of age, sex, race, ability, identity, life stage, native language, income, job type, or any other factor—so investing in DEI is a given for us. Our team is experienced at creating tailored solutions to meet the needs of diverse employee populations, driving measurable increases in financial well-being that positively impact not only targeted groups, but entire organizations.

Additionally, through an exclusive partnership with OfColor, a company dedicated to improving the financial lives of employees of color, we are able to amplify the success of our programs with their culturally-relevant content and group education sessions.

Learn more about OfColor ⟶


  • Strategy consulting and custom solution design
  • Custom webcasts and events
  • Culturally relevant content
  • 1×1 coaching with CFP® financial coaches
  • Custom marketing and reporting on results

Your team

  • Senior consultants experienced in DEI
  • Dedicated client success team
  • Expert strategists from our partner, OfColor
  • CFP® financial coaches with relevant lived experience
  • Marketing, design, and data/analytics specialists


Race and Financial Stress Special Report

Developing and delivering tailored programming for ERGs is one of the most meaningful parts of my job. The opportunity to use my lived experience to relate to the populations that need it most, and to help them succeed, is huge.

Cyrus Purnell, CFP®, MBA
Financial Coach, Financial Finesse

In the news

Now is the Time to Redefine DEI, Not Scale Back


The Powerlist Color Honoree


Diversity, Equity & Inclusion Award


Financial Wellness is Key to Good Mental & Emotional Wellbeing


Let’s Chat

Interested in learning more about how
we change financial lives?