Financial Finesse

This week HR.com invited Financial Finesse Senior Consultant and Head of DEI Engagement, Laura Stamps, to share insights on how employers can empower financially vulnerable employees. "Offering #financialcoaching as an employer-sponsored benefit is just the first step towards helping employees – especially people of color – alleviate their financial stress. The thoughtful and strategic implementation of financial wellness benefits, along with ongoing efforts by HR and benefits leaders, as well as their providers, to engage the employees who need these benefits most, is essential for maximizing impact." Check out the full piece here 👇 https://lnkd.in/gyqsz4ra

We're honored to share that Aimee, our AI-powered virtual financial coach, has won a 2024 Merit Awards for Technology in the FinTech category! 🚀 With Aimee, we're delivering deeply personalized #financialcoaching at scale and changing more financial lives than ever before. Congrats to all the technology innovators recognized this year and thank you to the Merit Awards! View the full list here 👇 https://lnkd.in/eQNX48Mc

We're thrilled to be extending our relationship with Ascensus—a longtime innovation partner and the first recordkeeper to introduce Aimee, our award-winning AI-powered financial coach—to support advisors and plan sponsors in helping participants improve retirement readiness and overall #financialwellness. “The scale of this expanded partnership underscores [Ascensus'] commitment to innovation and relentless focus on supporting retirement plan advisors and plan sponsors while helping millions change their financial lives and save for a better future.”  -Liz Davidson, founder and CEO of Financial Finesse Learn more: https://lnkd.in/eWqnDiEB

Check out the latest episode of Financial Wellness at Work. Join host Julie Everett, Financial Coach Doug Spencer, CFP®, and our guest, Danielle, to hear how having a #financialcoach helped Danielle evolve her overall outlook on finances and her advice for others, including why it's important to get the most out of all #employeebenefits your job provides. https://lnkd.in/gVadg8K5

Last week, the National Hockey League (NHL) and the NHL Players Association held their annual Player Orientation Program (POP) in Washington, DC. The program targets players early in their careers, aiming to enhance their life skills, both generally and as they relate to life in the NHL. It covers a range of topics, including finance, personal branding, and sensitivity training. For the seventh consecutive year, we sent Brian Kelly, CFP®, one of our Financial Coaches to educate new players on maximizing their financial opportunities. It was an incredible event! Congratulations to the #NHL, the #NHLPA, and this year’s rookie class! 🏒 🚀

Wellness trend: In recent years, career breaks, or mini-retirements, have become more popular. According to a survey from Handshake, nearly eight in ten recent college graduates have expressed interest in taking time off from paid work to volunteer or for personal projects. Oyin A. explores the topic, sharing insights from people who've done it successfully, and financial experts, including Julie Everett, one of our CFP® Financial Coaches, in this The Wall Street Journal piece. Whether you're considering a #careerbreak or simply wish to understand how the next generation of employees views them, this article is for you. #financialcoaching #wellness #financialwellness

Congrats Humana and Humana Foundation on a successful Humana Community Day! 💯 We enjoyed being onsite with the Humana Financial Wellness team for the day's #DEI Fair. Louisville local and CFP® financial coach Don Edlin was there to meet with employees for one-on-one #financialcoaching sessions. He even got to join the Humana team in their service project later in the day and help contribute to packing 1,000,000 meals for those in need! What a day! Thanks for having us, Jacob Epperson, Madelyn Jackson, Trisha Webb, and Justin Adams! #HumanaCommunityDay #financialwellness

The A.I. Awards shortlist is out! We're honored to share that Aimee, our AI-powered virtual financial coach, has been named to the list in three categories: Best Use of AI-driven Personalization, Best Use of AI for Learning, and the AI for Good Award! 🚀 If you know Financial Finesse, you know that we exist to change financial lives for the better, so being shortlisted in the #aiforgood category is particularly special to us! Congrats to everyone shortlisted! View the full shortlist here 👇 https://lnkd.in/ey4UT7Sf

Check out the latest episode of Financial Wellness at Work. This time you'll hear from one of our own employees, former college athlete, entrepreneur, and Client Relationship Manager at Financial Finesse, Thomas Bekas. Join host Julie Everett, Tom, and his #financialcoach, Jim Jacobucci, CFP®, MBA, to hear how Tom worked with Jim to build a healthier relationship with money, rewrite money scripts that were holding him back, pay off debt efficiently, and create impactful plans for his growing family. Tom's advice to anyone with a #financialcoaching benefit: “Pick up the phone. Make the call. [Financial coaches] are not judging you on the other side. They have actually been through a lot themselves – and they can help you get to a place where you can become financially free.” — Tom Bekas [17:35] https://lnkd.in/dfpHv6bB

If you were to ask American workers today about their current financial situation, their responses would likely result in opposing stories. There is a widening #financialhealth gap, where macroeconomic conditions are generating additional wealth for those with assets while simultaneously impoverishing those already struggling. In this piece for Kiplinger, Greg Ward, CFP® and Director of our Financial Wellness Think Tank™ explores the issue, and how workplace financial coaching can help address the evolving financial needs of employees on both ends of the spectrum. #employeebenefits #financialcoaching #financialwellness