Financial wellness is
all we do.

We have changed millions of financial lives by delivering financial coaching as a stand alone employee benefit.

“This service is priceless. I know people that pay thousands of dollars a year to talk to someone like Greg and I get unlimited access for free as an employee benefit.”

Financial Finesse user
Aetna employee

How it works

We build customized programs tailored to your workforce.

When it comes to your financial coaching benefit, we handle everything. We get to know your workforce, benefits, challenges, and objectives and deliver an end-to-end solution that changes lives and delivers ROI.

Tailored program design

Strategic consulting and custom program configuration for your unique workforce needs.

Custom marketing

Customized and automated marketing to drive engagement and create positive financial change in your workforce.

All-in-one digital platform

The Financial Finesse Hub integrates all coaching services, employee benefits, and your existing financial wellness tools and resources.

Data and analytics

Dynamic reporting on employee progress to drive your program forward and quantify ROI.

Ongoing consulting

A dedicated team to optimize your program’s success based on real-time employee data and feedback.

The Financial Finesse difference

A partner not a vendor.

Trusted industry leader

25 years of coaching experience, innovation, research, and results.

Cutting edge technology

Industry leading, AI-powered experience including virtual coach, Aimee.

100% unbiased

Fully independent with no sales, ever.

A true partner

Programs customized to meet the needs of employers and their employees.


Experienced CFP® coaches passionate about changing financial lives. 

Proven results

Employee behavior change and employer ROI.

“I always wanted to move players from awareness to action, and that’s what happened.”

Dana Hammonds Shuler
Senior Director of Player Affairs

Let’s Chat

Interested in learning more about how
we change financial lives?