Infographic: Coach to Advisor Case Study
April 03, 2023How one family brought their Financial Coach and Financial Advisor together to optimize outcomes.
August 2020 Engagement Study
March 15, 2021Learn how financial coaching influenced coronavirus related distributions in this study conducted by Financial Finesse on behalf of a large, midwestern building supply manufacturer.
How Long-Term Engagement in Financial Wellness Influences Retirement Preparedness
June 07, 2019For this year’s report, we analyzed the change in financial health over the last five years for employees
who completed a financial wellness assessment in 2013, and again in 2018. Each employee had access
to an employer-paid, multi-channel, holistic financial wellness benefit that included online tools and
resources, educational workshops and webcasts, and personal financial coaching.
Society of Actuaries – Calculating ROI: Measuring the Benefits of Workplace Financial Wellness
May 23, 2019As human resources executives and benefit-plan sponsors prepare their 2017 budgets, many will question the value of investing in a workplace financial wellness program. Determining the true value of such a program has proved to be elusive, but recent research from the Financial Finesse Financial Wellness Think Tank has introduced a viable way to forecast the potential return on investment (ROI) of the programs using data collected from actual clients. This model, as shared in a 2016 report,1 provides results that indicate employers can find it beneficial to invest in a highquality financial wellness program.
How to Keep Your Employees’ Finances from Flat Lining & Retain Top Talent
April 13, 2017Healthcare employees rank the absolute lowest in financial wellness, with below average grades in the areas of financial stress, retirement planning, investing, debt, and money management. Read Financial Finesse’s case study of a Fortune 500 Healthcare Company’s successful financial wellness program to learn how to tackle the unique HR and benefits challenges facing healthcare professionals.