Integrated Financial Wellness Programs for Advisors: Improve Client Outcomes & Strengthen Relationships
Through Ascensus, advisors can offer a fully integrated financial wellness program powered by Financial Finesse. This holistic financial wellness benefits program combines retirement plan administration with fundamental financial education and coaching. It is designed to help improve employee financial well-being by addressing daily finances, such as debt and budgeting, so they can save more effectively for retirement.
Key Points
- Complement—not replace—your advisory role. Financial Finesse handles foundational participant coaching (budgeting, debt, savings) so you can focus on plan design, investment oversight, and strategic guidance.
- Improve client outcomes and plan health. Plan sponsors are expanding wellness initiatives, associating them with higher engagement and readiness; financial wellness is now a core expectation.
- Flexible tiers for any plan. Offer Financial Wellness Essentials (included) or Financial Wellness Plus (just 15 USD per participant annually; no minimum) to meet different budgets and needs.