Financial Finesse is one of the nation’s leading workplace education providers with a proven proprietary behavior change model working with over 2.4 million participants and representative clients including: NFLFPA, General Mills, Viacom, AETNA and Nestle.

The program is designed to offer unbiased education to employees on a variety of finance related topics using a multi-channel approach including:

• Online Financial Learning Center complete with tools and resources to aide and educate on major financial topics (debt, cashflow, retirement, insurance, etc.) and life events (college planning, buying a car or home, caring for loved ones, etc.). 
• Individual Financial Wellness Assessment tailored to each employee to gauge their current financial wellness situation and identify vulnerabilities. It only takes 5-7 minutes to complete and provides each employee a personal score out of 10, while being compared to a similar population.
• Personal Action Plans resulting from the Financial Wellness Assessment create a unique action plan with completely unbiased resources to help them navigate towards overcoming financial challenges and help them to achieve their financial goals. 
• Targeted Email Campaigns highlighting different financial topics and encouraging employees to complete their Financial Wellness Assessment and access the online Financial Learning Center to drive stronger employee engagement.

​TotalWealth provides users with access to an industry-leading online platform that aggregates all accounts in one place (think bank accounts, credit cards, life insurance, investments, loans, and more). This results in the ability to see a holistic financial picture for participants and their Sentinel advisor, allowing them to easily manage their complete financial landscape.

TotalWealth provides a balance between the personal service provided by our financial planners and a superior technology engine designed to simplify an individual’s view of their complete financial picture.