Financial Wellness Think Tank™

The Financial Wellness Think Tank was founded to safeguard and advance the financial wellness movement we pioneered in 1999. Through unbiased research informed by extensive proprietary data, we provide insights, showcase best practices, and drive innovation in areas most needed by employers and employees.


Workplace Financial Wellness in America: A Year in Review

Meet our Director
Greg Ward, CFP®

Greg oversees industry-leading research focused on financial wellness best practices and emerging trends. Recent examples include studies on the evolving financial priorities of Millennials and Gen Z, as well as the persistent racial disparities in financial well-being and wealth. Greg served as the Vice Chair of EBRI’s Financial Wellbeing Research Center during the 2020-21 term and frequently shares insights at industry events. He has developed comprehensive industry standards for designing, delivering, and measuring the ROI of financial wellness programs offered as employer-paid benefits.

In partnership with other thought leaders in the space, our Think Tank has quantified the ROI of financial coaching.

Estimated ROI in three key areas:

(per 1,000 employees)

Reducing financial stress


Streamlining benefits administration


Creating a culture of wellness


Learn more about the Financial Wellness Think Tank’s award-winning ROI model

Research and publications

Explore our research and publications for insights and best practices that have been
proven to drive ROI while positively impacting employees’ lives.

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 …
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 …
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 …
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 …
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, …
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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Interested in learning more about how
we change financial lives?