Financial Wellness Think Tank™

Innovating the industry we invented in 1999.

We seek to protect and evolve the Financial Wellness movement by publishing unbiased research in collaboration with industry thought leaders, government policy groups, and the most progressive employers.

Personal Financial Coaching
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.

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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.

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Continuing Education

If you’re as passionate about evolving the industry as we are, use these resources to differentiate yourself and elevate your career.

Society of Actuaries, Financial Wellness Think Tank™ Partner
EBRI, Financial Wellness Think Tank™ Partner
CFP BOARD, Financial Wellness Think Tank™ Partner
Fiduciary Education, Financial Wellness Think Tank™ Partner

Think Tank Resource Portal

Financial Wellness or Cash Flow Band-Aid?

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

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

Infographic: Coach to Advisor Case Study

How one family brought their Financial Coach and Financial Advisor together to optimize outcomes ...
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man calculates IRA rollover

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

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

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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Millennial black businesswoman addressing colleagues at a corporate business meeting, close up

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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Mature Businessman Explaining Forecasting Details

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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Man and woman talking at a construction site

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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Man saving for retirement

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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Young woman working from home wearing protective mask

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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Liz Davidson

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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