Financial Finesse Expands Offering for Advisers

Financial Finesse has launched the Financial Finesse enterprise (FFe), a distinct arm of business focused exclusively on serving select financial services firms seeking to evolve their impact by providing participants with access to financial coaching resources designed to accommodate all life stages.

It enables financial services providers to directly engage with every individual participant via a combination of personalized digital and phone based financial coaching services.

Recognizing how critical it is to empower the demographic of financially stressed employees, progressive retirement plan advisers are partnering with FFe as a safe and scalable way to empower them with access to the financial wellness services they so desperately need in order to enhance retirement preparedness from their first day on the job.

According to Ed Gimenez, President of Raffa Retirement, “The ability to provide every single participant with unlimited and personalized financial coaching support via Financial Finesse has completely evolved how I run my practice and how many lives I am able to positively impact. With the growing financial challenges employees face today, the holistic support and unlimited access FFe’s team of financial coaches provides is critical to actually having any real impact on a large scale. FFe is in line with everything we stand for as a business and has become a direct extension of both our brand and our social mission.”

“While we have historically specialized in delivering high-touch services designed for large-scale organizations, I started Financial Finesse in 1999 with a mission to empower the masses,” says Financial Finesse Founder and CEO, Liz Davidson. “The ability to help employees at organizations of all sizes is mission critical, so we started offering streamlined versions of our programs via a select network of distribution partners over five years ago. Now that we have a tested and proven model, where 92% of employees surveyed are making changes to their finances as a result of the program, we have entered into a rapid innovation phase with plans to pursue deeper partnerships with firms that share our values. This is so much more than providing financial security 20 or 30 years from now. These programs make it possible for employees to literally change their lives tomorrow.”