Financial Finesse

Innovative Financial
Wellness Tools for
Ongoing Guidance

Financial Finesse Provides an Innovative and Cost-Effective Way for Advisors to Differentiate Themselves as They Meet the Needs of Plan Sponsors Today.

Financial Stress Impacts Employers Adversely:

  • Delayed Retirement Costs: Based on data collected, it is estimated employers spend between $10,000 and $50,000 per year for each employee who delays retirement for financial reasons.
  • Increased Health Care Costs: According to the American Psychological Association, 60% of health costs are impacted by financial stress.
  • Employee Demand for Unbiased Financial Guidance: 84% of employees claim to have some degree of financial stress.

Benefits to Retirement Plans

  • Financial wellness programs can help improve the health of a retirement plan by increasing deferral rates, reducing loans, and improving the way employees plan and invest for retirement.
  • Financial Finesse Program Features
  • Patent-Pending Online Financial Learning Center with Personalized Financial Wellness Assessment: Employees get access to an online platform which provides an assessment of their financial wellness, along with a plan for improving vulnerable areas in their finances.
  • Workplace Financial Wellness Assessment: Receive a comprehensive analysis to gauge employees' financial wellness and identify key vulnerabilities to address through additional education and advice.
  • Unlimited Access to Phone-Based Financial Coaching: Unlimited Access to Phone-Base Financial Coaching. Employees have unlimited access to a toll-free number where they can speak with a Financial Finesse Certified Financial Plannerâ„¢.