☰ (n): Fi•nan•cial Well•ness WORD ORIGIN: Invented by Financial Finesse in 1999 noun 1. Financial Wellness A state of financial wellbeing where a person maintains: A manageable level of financial stress A lifestyle below their means Emergency savings fund No high-interest debt Sufficient insurance and estate plan An ongoing plan to reach future financial goals Without clear standards, we run the risk of the Financial Wellness movement becoming a Trojan Horse for financial services providers to sell the same old products in the name of Financial Wellness. noun 2. Financial Wellness A holistic employee benefit that provides ongoing and unlimited access to unbiased financial guidance and coaching, with the intent of helping employees achieve the state of financial wellbeing. A Financial Wellness program must meet the following criteria to be considered a Financial Wellness benefit, versus financial education or financial advice: Unbiased guidance with nothing to sell Delivered as an ongoing process with support Covers a broad range of financial topics from debt management to advanced estate planning Personalized to the employee Integrates all employee benefits Free and unlimited access for all employees and families Helpful Resources Best Practices Guide Learn how you can get the most out of your financial wellness benefit. Learn more Infographic How do I know if it’s a workplace financial wellness program? See how FAQs Simple answers to common questions about financial wellness. View Want to know more about how to build a true Financial Wellness program? Explore the first online Financial Wellness course approved for CE Credits. Learn the best practices and strategies behind the award-winning programs of Nestlé, Viacom, Aetna, and the NFLPA. Free Mini Course We are a people company on a mission to deliver life-changing financial guidance to those who need it most. Home Home Financial Coaching Program Strategy Think Tank Financial Wellness Think Tank™ Think Tank Research Portal Financial Wellness Defined CE Courses About About Us Our Financial Coaches Careers Press Contact Contact Us Financial Finesse - 2021 - All Rights Reserved

☰ Not Found Sorry, but the page you were trying to view does not exist. We are a people company on a mission to deliver life-changing financial guidance to those who need it most. Home Home Financial Coaching Program Strategy Think Tank Financial Wellness Think Tank™ Think Tank Research Portal Financial Wellness Defined CE Courses About About Us Our Financial Coaches Careers Press Contact Contact Us Financial Finesse - 2021 - All Rights Reserved