FINANCIAL WELLNESS

Through our partnership with Financial Finesse, the country’s leading independent provider of 100% unbiased workplace financial wellness benefits since 1999, you can now bring your plan sponsors the same award-winning programs that have been trusted and loved by the Fortune 1000 for years.

Where every employee gets unlimited access to life-changing financial wellness benefits.

GROW YOUR PRACTICE WITH BEST-IN-CLASS FINANCIAL WELLNESS BENEFITS

DIFFERENTIATE YOURSELF

Strike a dominant and affordable position in the financial wellness space
Strengthen your overall “wellness” offering
Preempt competition

DRIVE REVENUE

Enhance value and cohesion across all business lines:
- Insurance services
- Employee benefit
- Retirement plan consulting
- Wealth management
Institutional and custom opportunities

LEAD WITH KNOWLEDGE

Leverage annual reporting to develop sales, marketing and education initiatives
Utilize research and webcasts from the Financial Finesse Financial Wellness Think Tank™ to drive deeper conversations with plan sponsors

A proven driver of meaningful behavior change

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What's included?

All employees receive unlimited access to the Financial Finesse hub, now with AimeeTM— the firm’s new virtual financial coach and interactive user guide—and inclusion in automated emails to drive engagement.

For an added level of support, plan sponsors can upgrade their service to include unlimited access to financial coaching and monthly webcasts.

user stories

“To be able to pick up the phone on a whim and ask questions about anything to do with life and finances has been a godsend for me."

ACHIEVING THE DREAM OF HOMEOWNERSHIP

“Our experience was great. Our coach talked to us about a lot of things… the big piece for us was getting a strategy to knock out some of the debt we had accumulated.”

ELIMINATING DEBT AS A COUPLE

“The trajectory of my life is forever altered because of a free resource provided by my employer. I went from hopeless to hopeful.”

GOING FROM SURVIVING TO THRIVING

GET STARTED

Email us

VIKING COVE INSTITUTE

5845 Avenida Encinas Carlsbad, CA 92008

949-945-9131

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