Research Portal
All the insights and best practices you need to create a business case, select the right partner, and deliver a best-in-class program.
Defining Financial Wellness
All Financial Wellness is not created
equal.The difference between offering financial guidance and financial advice can be the difference between a program earning an award or a lawsuit.
Continuing Education
If you’re as passionate about evolving the industry as we are, use these resources to differentiate yourself and elevate your career.
Financial Wellness or Cash Flow Band-Aid?
Abstract: This white paper explores the impact upon the overall financial wellness of workers when using various financial point solution ...
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Workplace Financial Wellness in America: A Year in Review
Abstract: The state of financial wellness of the U.S. workforce fell in 2022 as high inflation and economic uncertainty raised ...
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Infographic: Coach to Advisor Case Study
How one family brought their Financial Coach and Financial Advisor together to optimize outcomes ...
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Think Tank Bulletin: Student Loan Debt on the Workforce
Currently, an estimated 43.5 million Americans carry over $1.7 trillion in student loan debt—an average of over $37,500 per… ...
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2021 Financial Wellness Year in Review: A Q&A with Financial Finesse founder and CEO, Liz Davidson
Abstract: This Q&A is designed to provide quotable commentary on Financial Finesse's 2021 Financial Wellness Year in Review. To read ...
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2021 Financial Wellness Year in Review
Abstract: Workplace stress has risen steadily for over a decade, and with the help of a global pandemic has reached ...
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Race and Financial Stress Special Report
Executive Summary: The racial wealth gap in America has garnered much attention as part of the fight against social injustice ...
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2020 Financial Wellness Year in Review
Abstract: The state of financial wellness of the U.S. workforce improved in 2020 despite the economic challenges created by the ...
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August 2020 Engagement Study
Learn how financial coaching influenced coronavirus related distributions in this study conducted by Financial Finesse on behalf of a large, ...
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What’s it really like to work with a financial coach?
Until they’ve tried it, your employees will never know; and not knowing may be keeping them from engaging with a ...
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COVID-19 Special Report: The Impact of a New Normal
At the time of this report, America is battling the COVID-19 global pandemic. In response to social and economic pressure, ...
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Q&A with Financial Finesse CEO, Liz Davidson
Financial Finesse’s 2019 Year in Review Research Study & The Impact of a New Normal Post COVID-19 View the entire ...
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