Financial Finesse

Financial Finesse
Point of Contact (Public)
Kalon McMahon
Phone Number
424.218.7958
Year Started Offering Service
1999

Key Features

Type
For-Profit
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
National
Pricing Options
Employer pays for service
Size of Employer Served
Large, 1000+ Employees
Are services accessible for non-English speaking employees?
Yes
Description

Financial Finesse was founded in 1999 with a single mission: to help employees become financially independent via unbiased financial education and guidance. Financial Finesse believes all employees should have access to life changing financial planning services, regardless of income. Financial planning should not be a privilege available only to those with significant assets, nor should it be delivered with hidden commissions and fees, and riddled with conflicts of interest. Consequently, founder and CEO Liz Davidson established an entirely different model—unbiased financial guidance available to all employees, provided as an employee benefit. Regardless if an employee engages online, in-person, or over the phone, all content and coaching is designed and delivered by our team of unbiased CERTIFIED FINANCIAL PLANNER™ professionals, with a minimum of 10 years of experience, that are certified on your company benefits.

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