Financial Wellness
When employees are in control of their finances, they're happier, more efficient, and less likely to leave. We partner with Financial Finesse to provide personalized financial coaching—powered by AI and backed by 25 years of experience—to support employees and transform your workplace.
Comprehensive Financial Wellness Programs by Ascensus
At Ascensus, we believe that financial wellness goes beyond budgeting for daily expenses—it’s about empowering participants with the tools and knowledge they need to achieve financial confidence, improve retirement preparedness, and reduce financial stress. Our financial wellness programs are designed to provide personalized coaching and guidance, making financial health accessible to all.
We’ve partnered with Financial Finesse to offer two levels of financial wellness support:
- AimeeTM: Receive an Interactive AI guide that delivers personalized, ongoing coaching including a unique financial wellness score and action plan.
- Financial Wellness Hub: Access interactive tools and resources to help with budgeting, debt management, college and retirement savings, and more.
- Manage financial goals on-the-go: Conveniently track and achieve your goals anytime, anywhere with the READYSAVETM app.
- Educational emails: Stay informed with topical content and personalized nudges that promote employee financial health, provided by Financial Finesse.
- One-on-one financial coaching: Gain highly personalized and ongoing coaching from CERTIFIED FINANCIAL PLANNER® (CFP®) professionals via phone and live chat.
- Live monthly webcasts: Participate in engaging, informative, and interactive sessions on popular topics led by experienced CFP® professional financial coaches.
| ESSENTIALS (no cost) |
PLUS ($15/participant annually) |
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| Virtual financial coaching from AimeeTM, with personalized action plan and dynamic Financial Wellness ScoreTM | ||
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Online access to multi-media education library on the Financial Wellness Hub |
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Timely Financial Finesse educational emails |
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Monthly webcasts on relevant financial wellness topics |
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Online chat with Financial Coaches for employees and their families |
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Unlimited phone access to Financial Coaches for employees and their families |
Note: Based on your plan, Financial Wellness Plus may not apply.
Interested in learning more?
Already working with Ascensus? Contact your Client Service team. New to Ascensus? Contact your advisor.
Impact of Financial Wellness
Offering a retirement plan that includes financial wellness tools and resources can significantly improve employee wellbeing, increase engagement, and boost workplace productivity. It can also be a smart business strategy.
Financial Finesse has been shown to*:
- Reduce harmful financial stress: 72% of Financial Finesse users who began in the stressful crisis/struggling phases of financial wellness advanced to the secure planning/optimizing phases.
- Enable life-changing stability: 87% of Financial Finesse users who were not initially meeting basic needs now are.
- Improve retirement preparedness: 87% of Financial Finesse users who were prompted by Aimee (virtual financial coach) to "Find extra money in their budget for retirement" are now getting their full match (or more).
The financial wellness benefit provides unbiased and personalized coaching designed to meet your employees wherever they are in their financial journey.
*Source: Financial Finesse Think Tank 2025
