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Text Content

☰
 * Financial Coaching
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FINANCIAL COACHING THAT CHANGES LIVES.

Empowering employees with personalized financial guidance as an employee
benefit, since 1999.

Learn more


Employers

Learn about Financial Finesse as an employee benefit

Get Started

Employees

Find out if your company offers Financial Finesse

Do I have access?


WE BELIEVE EVERYONE DESERVES ACCESS TO UNBIASED FINANCIAL GUIDANCE.

That’s why in 1999 we invented financial wellness. For over 20 years, we’ve made
it our mission to deliver life-changing financial coaching by partnering with
employers who are dedicated to the well-being of their employees.

PERSONAL FINANCIAL COACHING

Financial guidance should not be a luxury product. We believe everyone should
have access to life-changing financial coaching regardless of income.

Explore Coaching

STRATEGIC FINANCIAL WELLNESS PROGRAMS

We partner with employers who understand their employees are their biggest
asset, and structure programs that align with their strategic HR goals.

Start Building

FINANCIAL WELLNESS THINK TANK

Through our award-winning thought leadership and research, we’re making sure the
financial services industry doesn’t forget the “service” part.

Learn More


DO I HAVE FINANCIAL FINESSE?

Enter your company email address to find out if your company has given you
access to Financial Finesse as an employee benefit.





Do I have access?



OUR COACHES HAVE CHANGED OVER 100,000 LIVES.

True Financial Wellness cannot be achieved through technology and financial
products alone. Our team of CFP® professionals team up with our AI to connect
the dots between money and emotions to ultimately inspire real, quantifiable
behavior change.

BEYOND WELLNESS

Employees who work with a Personal Financial Coach™ make better financial
decisions, report a higher level of personal and professional satisfaction, and
positively impact your bottom line.

Explore Coaching

BEYOND RETIREMENT

Whether you’re trying to buy a $500k house, save $50k for your wedding, or
pay-off your last $5k in student loans, your Personal Financial Coach™ is your
dedicated partner every step of the way.

Start Building

BEYOND BENEFITS

As a Personal Financial Coach™, it’s our job to know your company benefits
better than you do and ensure your employees understand the significant
investment you’ve made in their financial security.

Learn More

Financial coaches so good your employees can retire earlier than they ever
imagined.

AN EMPLOYEE BENEFIT SO GOOD THEY WON’T WANT TO.

Watch Testimonial



“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.”

– AETNA EMPLOYEE

“This is a great performance enhancement benefit the NFLPA provides. It works,
it’s free, so why wouldn’t you use it?”

– CARL NASSIB, DEFENSIVE END, TAMPA BAY BUCCANEERS

“Thank you HR for looking out for our well-being. I LOVE THIS PLACE!”

– FINANCIAL FINESSE USER

“I just had an employee tell me that Financial Finesse is the best benefit
offered by SMC. That made my day!”

– HUMAN RESOURCES EMPLOYEE, SIBAYNE STILLWATER



“Financial Finesse is rapidly becoming one of my favorite employee benefits.
Thanks for helping my family and I create a plan to achieve our goals!”

– INTERNATIONAL PAPER EMPLOYEE

saf

“Thank you for all the insight and information you shared! I finally understand
why and when I should consider a 401(k) loan and realize it really should be the
last resort for my situation.”

– FINANCIAL COACHING CALLER

“Thank you Kelley! It was a pleasure speaking with you. You’re definitely more
helpful than these attorneys!”

– FINANCIAL COACHING CALLER

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MEET SOME OF OUR COACHES

Certified Financial Planner
Linda Robertson, CFP®



Director of Planner Training
Bruce Young, CFP®



Certified Financial Planner
Erik Carter, CFP®



Certified Financial Planner
Cyrus Purnell, CFP®



Certified Financial Planner
Anita Pippin, CFP®






THE ONLY GUARANTEED ROI IS
INVESTING IN THE WELLBEING OF YOUR EMPLOYEES.

Whether your strategy is mission based or problem-centric, we specialize in
defining the objective and metrics of your wellbeing investment, creating a
unique employee experience to drive engagement, and delivering client success
through ongoing support.

WELLBEING STRATEGY CONSULTING

With twenty years of Financial Wellness experience, we dig into the data and
leverage our award-winning predictive ROI model to assess your organizational
challenges and determine an integrated program strategy that fully optimizes
your long-term results.

ROI Special Report

Based on an annual study of Fortune 500 employer utilizing multiple Financial
Finesse services.

CUSTOM PROGRAM DESIGN

Once we understand your strategic challenges and goals, we design a holistic
employee experience, fully integrating your benefits, that delivers unbiased
financial coaching when and where your employees need it and in their preferred
learning style.

Best Practices to Drive Utilization

ONGOING PROGRAM CONCIERGE

We do the heavy lifting for you. As your full service partner, our team of
client service, marketing, technology and creative design experts is at your
disposal, giving you everyday access to the high-touch support you need to
create and deliver an award-winning program.

Client Case Studies






CONTACT US

Join our mission and empower your people to live well by doing good.

 * Name*
   First Last
 * Email*
   
 * Total number of employees*
   Less than 2,9992,999 - 9,99910,000 - 49,99950,000 - 99,999100,000 -
   499,999500,000 - 999,9991,000,000 or more
 * Organization Name*
   
 * Any notes? (optional)
   
 * How did you hear about us? (please select all that apply)
 * An industry conference or event Checkbox
    * An industry conference or event

 * Conference or Event Details
   
 * Referral Checkbox
    * Referral

 * Referral Details
   
 * Media Checkbox
    * Media

 * Media Details
   
 * Search Engine Checkbox
    * Search Engine

 * Search Engine Details
   
 * Social Media Checkbox
    * Social Media

 * Social Media Details
   
 * I used Financial Finesse at a previous employer Checkbox
    * I used Financial Finesse at a previous employer

 * Previous Employer Details
   
 * Not sure, I've been aware of Financial Finesse for a while now Checkbox
    * Not sure, I've been aware of Financial Finesse for a while now

 * Other Checkbox
    * Other

 * Other Details
   
 * 
 * 


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We are a people company on a mission to deliver life-changing financial guidance
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