Welcome to Financial Finesse. Where every employee gets unlimited financial guidance, no strings attached.

We help employees maximize their compensation and utilize the benefits you already provide.
You become a genuine partner in their financial security. Together, we are creating holistic workplaces where employees value their purpose as much as their paycheck.

Financial Finesse Releases Report Illuminating the New American Workforce's Shifting Priorities and Expectations and How Employers Must Adapt

Financial Finesse Releases Report Illuminating the New American Workforce’s Shifting Priorities and Expectations and How Employers Must Adapt

"Hustle culture" is over: The New American Workforce, led by Millennials and Gen Z, is demanding balance, meaning, and a ...
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Strategies And Tips To Improve Your Life Late In Retirement Or After Disability

Strategies And Tips To Improve Your Life Late In Retirement Or After Disability

A guide from the Society of Actuaries and Financial Finesse.  ...
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Financial Finesse: Empowering workforces with personalized financial guidance

Financial Finesse: Empowering workforces with personalized financial guidance

Founder and CEO, Liz Davidson, shares how the company changes financial lives with personalized guidance delivered across channels as an ...
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Helping employees build financial resilience

Helping employees build financial resilience

Financial Finesse studied the financial behavior of employees who completed a financial wellness assessment before and during 2020 ...
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What is a financial coach and who really needs one?

What is a financial coach and who really needs one?

The role is part therapist and part financial guide, said Greg Ward, director of the financial wellness research division of ...
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Ramping up offerings

Workers look to their employers for help to achieve financial wellness ...
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The Use Case Podcast: Storytelling About Aimee™ by Financial Finesse with Liz Davidson

The Use Case Podcast: Storytelling About Aimee™ by Financial Finesse with Liz Davidson

During this episode, Liz and I talk about how practitioners make the business case or the use case for purchasing ...
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How AI is helping drive employee financial wellness

How AI is helping drive employee financial wellness

With a majority of workers reporting an increase in financial stress, solutions to relieve that stress are growing ...
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Why Qualitative Participant Data Means so Much More: [email protected](k) 2021

‘While it’s altruistic to want to do a financial plan for every participant, it’s not sustainable’ ...
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The Unbelievable Value of 401(k) Participant Data

The Unbelievable Value of 401(k) Participant Data

It’s incredibly powerful (and profitable) but when it comes to who “owns” participant data, there’s a palpable tension between recordkeepers ...
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August/September Cover Story: To Ensure All Are Well

Building custom programs can support the next phase of financial wellness ...
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Benefits Magazine - September 2021

Reaching the Most Vulnerable: How to Engage Financially Stressed Workers

Employer-sponsored financial wellness programs can be effective in improving financial resilience and reducing financial stress ...
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