enterprise Lead By Example Lead By Example The industry is at a cross roads... The financial wellness of millions of participants hangs in the balance and their future will depend on what we do today as an industry. Industry innovators are paving the way by embracing unbiased financial wellness programs that ensure every single participant has access to personal financial coaching, not just the privileged few with significant investable assets. Financial Finesse challenges the entire retirement industry to join this movement... and to champion the idea that it is not only possible to combine profit with purpose - but it is the only sustainable way forward as an industry. " At Financial Finesse, doing well by doing good has been our social mission since 1999-- through a model that provides guidance to those who need it most. No product sales, no management of assets, just life changing financial wellness programs that empower advisors and record keepers to fulfill their mission of helping Americans retire with dignity. " - Founder and CEO, Liz Davidson