How to Embrace Your Financial Wellness This Fall
Greg Ward, CFP® and Director of the Financial Wellness Think Tank at Financial Finesse offers insights on the link between ...
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Disruptive Discourse: Standing up to legal challenges to fund managers and business owners of color
OfColor, a Black-owned financial wellness startup for workers of color, and a Financial Finesse Ventures portfolio company hosted a half-day ...
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The Student Loan ‘On-Ramp’: Should You Delay Payments for a Year?
Scott Stark, CFP® and senior financial planner at Financial Finesse, weighs in ...
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Capital Group and Financial Finesse Expand Financial Coaching Partnership
Capital Group’s Brendan Mahoney and Financial Finesse CEO Liz Davidson discuss what brought the two firms together, what they are ...
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OfColor Provides Content, Tools, and Coaching to Address the Financial Challenges of Workers of Color
A Financial Finesse Ventures portfolio company, OfColor is tackling the racial financial wealth gap ...
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The five biggest things that confuse Americans about retirement
Liz Davidson, founder and CEO of Financial Finesse and author of Money Strong, weighs in ...
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Tackling financial stress: Workers are in ‘crisis mode’ (and need solutions)
When employees receive ongoing financial coaching, most can make dramatic improvements to their finances, which is why financial wellness programs ...
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Capital Group expands financial wellness coaching program
The investment manager is extending its partnership with Financial Finesse to support advisors and plan sponsors in helping participants achieve ...
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Financial Finesse Invests in OfColor to Empower Employees of Color
The financial wellness platforms aim to address the ‘soaring rates of financial stress among employees of color’ with this partnership ...
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Capital Group Selects Financial Finesse for Personalized Financial Wellness
Plan participants will receive unlimited access to Financial Finesse’s digital financial wellness hub, virtual financial coach and interactive guide, live ...
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Capital Group Partners With Financial Finesse to Reach Large Plan Sponsor Market
An initial program targeting the midsize plan sponsor market saw 38% participant engagement ...
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Financial Finesse Selected by Capital Group to Bring Personalized Financial Wellness to Plan Sponsors
Partnership supports advisors and plan sponsors in helping participants achieve financial security ...
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