Investing In Your Employees Reaps Rewards for All

Behavior Change

Measurable steps taken following an interaction.

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Employee Stories

Real stories from employees who have changed their lives.

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Return On Investment

Observed impact on company financials.

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Awards

Recognition for successful client programs.

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Get Results For Your Company

Investing In Your Employees Reaps Rewards for All

Behavior Change

Behavior Change

Measurable steps taken following an interaction.

Learn More

Employee Stories

Employee Stories

Real stories from employees who have changed their lives.

Learn More

Return on Investment

Return On Investment

Observed impact on company financials.

Learn More
Get Results For Your Company

Motivate Employees to Take Action

We track behavior change by looking at the steps each employee takes within 30 days of utilizing our services. The overwhelming majority start demonstrating financial habits that will help them become financially secure.

Participants that took at least 1 action to improve their finances within 30 days

Participants that made 2 or more changes

Top Changes:

  • Reduced my credit card debt
  • Reviewed my asset allocation in my retirement plan
  • Used calculators and/or worksheets sent by Financial Finesse
  • Made changes to the way I’m investing for retirement
  • Set up an emergency cash reserve
  • Increased contributions to my 401(k), 403(b) or 457 plan

Deliver Lasting Improvements To Employee Financial Health

The Financial Wellness Assessment allows employees to track their financial progress over time. The results below show the positive changes employees made over the course of a year.

DEBT

I’m overwhelmed by the amount of debt I have.

CREDIT

I check my credit report on an annual basis.

RETIREMENT

I have used a retirement calculator.

INVESTING

I rebalance my investment accounts.

INSURANCE

I review my insurance coverage on an annual basis.

TAXES

I adjust my withholdings each year.

Initial Assessment
One Year Later

Experience The Journey Of Real Employees

Simply talking to an unbiased financial planner can go a long way towards achieving total peace of mind.

See Their Stories

Our Program Can Save You Millions

Your company’s bottom line is significantly impacted by employee financial stress. A little education and guidance can go a long way toward reducing costs.

Industry Recognition for a Job Well Done

Generate Results For Your Company

Speak with a consultant who can design a custom program based on your goals.

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