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.

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, …
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 …
2019 Financial Wellness Year in Review

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 …
SOA & Financial Finesse Retirement Literacy Briefs

SOA & Financial Finesse Retirement Literacy Briefs

The Society of Actuaries Aging and Retirement Strategic Research Program and Financial Finesse are pleased to make available a series …
How Long-Term Engagement in Financial Wellness Influences Retirement Preparedness

How Long-Term Engagement in Financial Wellness Influences Retirement Preparedness

For this year’s report, we analyzed the change in financial health over the last five years for employees who completed …

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we change financial lives?