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.
Think Tank Resource Portal
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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2019 Financial Wellness Year in Review
The state of financial wellness held constant, but the typical employee engaging in a financial wellness benefit is gradually looking ...
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