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Home - Financial Finesse An interactive homebase and learning center tailored to each employee’s unique financial journey and gamified to make taking critical steps forward feel simple and fun Includes: Access to live coaches and Aimee, our AI-powered virtual financial coach Full integration of employee benefits
Our Coaches - Financial Finesse Unlimited access to coaches… really Employees have unlimited access to our team of experienced CFP® financial coaches via phone, live web chat, and group learning sessions
Brian Kelly - Financial Finesse When working with people on their money questions, Brian motivates them by helping to reframe financial decisions For example, he’ll say, “In the next 5 years, you’ll earn approximately 130 paychecks
Contact Us - Financial Finesse Let’s chat Whether you have questions about our programs or want to know more about how we can change your employees’ lives, we’d love to hear from you Fill in your information and we will get back to you right away! info@financialfinesse com (866) 733-2677
Aimee - Financial Finesse Aimee is the only AI-powered virtual financial coach backed by human planners and 25 years of live coaching experience Our coaches are at the core of what we do With Aimee, their knowledge, expertise, and proven strategies are amplified allowing us to reach and positively impact millions
United States - Financial Finesse We build customized programs tailored to your workforce When it comes to your financial coaching benefit, we handle everything We get to know your workforce, benefits, challenges, and objectives and deliver an end-to-end solution that changes lives and delivers ROI
Linda Robertson - Financial Finesse Linda has a keen ability to bring financial planning and workplace benefits planning together to help employees maximize their benefits She is a widely sought after public speaker specializing in workplace employee financial issues