☰ Financial Wellness Think Tank™ Innovating the industry we invented in 1999. We seek to protect and evolve the Financial Wellness movement by publishing unbiased research in collaboration with industry thought leaders, government policy groups, and the most progressive employers. Research Portal All the insights and best practices you need to create a business case, select the right partner, and deliver a best-in-class program. STAY INFORMED Defining Financial Wellness All Financial Wellness is not created equal.The difference between offering financial guidance and financial advice can be the difference between a program earning an award or a lawsuit. KNOW THE FACTS Continuing Education If you’re as passionate about evolving the industry as we are, use these resources to differentiate yourself and elevate your career. BECOME AN EXPERT Think Tank Resource Portal Topics All Benefits Planning Employee Engagement Program Results Reducing Financial Stress Retirement Preparedness Types All Best Practices Research Case Study Sort by Default Date (Oldest) Date (Newest) Title (A - Z) Title (Z - A) Race and Financial Stress Special Report Executive Summary The racial wealth gap in America has garnered much attention as part of the fight against social injustice ... READ MORE 2020 Financial Wellness Year in Review Abstract The state of financial wellness of the U.S. workforce improved in 2020 despite the economic challenges created by the ... READ MORE August 2020 Engagement Study Learn how financial coaching influenced coronavirus related distributions in this study conducted by Financial Finesse on behalf of a large, ... READ MORE What’s it really like to work with a financial coach? Until they’ve tried it, your employees will never know; and not knowing may be keeping them from engaging with a ... READ MORE 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, ... READ MORE 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 ... READ MORE 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 ... READ MORE VIDEO: How to Help Your Employees Through the COVID-19 Financial Crisis ... READ MORE What You Can Do for Your Employees During Covid-19 While there have been countless resources made available on how to address the health implications of COVID-19, there are far ... READ MORE 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 ... READ MORE 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 ... READ MORE Society of Actuaries – Calculating ROI: Measuring the Benefits of Workplace Financial Wellness As human resources executives and benefit-plan sponsors prepare their 2017 budgets, many will question the value of investing in a ... READ MORE ‹ 1 2 3 › Subscribe Be the first to know when new resources are published. Name* Email* Anti Spam 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