The power of people helping people.
We believe personal finance is more personal than it is finance. That’s why Financial Finesse does not sell any financial products or manage any assets. Instead, we introduced an alternative career path for expert CFP® professionals who share our social mission and are motivated by the lives they change, not the products they sell.
All Financial Coaches:
• Have a CFP® designation
• Have at minimum 10 years of financial planning experience
• Are full-time financial educators
• Pass an eight-step recruiting process
• Can be certified on all of your company’s employee benefits
• Are trained in psychological & behavioral finance techniques