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Every person deserves to be financially well. We just make it easier to do.
We work with the leading personal finance brands to deliver personalized, cost-effective and scalable solutions that simplify the path to financial well-being for everyone in your institution.
Your people need more than just generic financial seminars to feel financially well.
Financial seminars don't work. Why? Because personal finance is just that -- personal. Your people all have different financial situations, influences, beliefs, prior knowledge, personality, desires, goals, etc. making it impossible for any general personal finance seminar to give everyone the knowledge he or she needs.
But even financially literate people can't get to a state of financial comfort without taking the right actions. And if they don't use the right tools or get the right advice, managing one's finances becomes stressful, frustrating, and hard.
live expert financial coaching
20% discount on TurboTax®
financial literacy hub and AI-powered virtual financial coaching
Monthly webcasts on relevant financial topics
Provide personalized financial well-being tools and support for everyone in your organization or institution affordably and at scale.
We work with the leading personal finance brands to design cost-effective, scalable solutions that simplify the path to financial well-being for everyone in your organization.
Trusted by over 20,000 employers around the world like Comcast, Societe Generale, CVSHealth and the NBA, Financial Finesse combines financial coaching and financial technology to deliver life-changing financial guidance to those who need it most.
The #1 best-selling tax preparation software in the U.S. Do your taxes yourself, get live expert help, or let an expert do them for you. Get year-round tax advice with select products.
The industry-leader making estate planning and personal legal support accessible to all
Affordable legal services for estate planning
Intuit TurboTax® and QuickBooks® are registered trademarks of Intuit, Inc., used with permission
Fuel the entrepreneurial spirit on their paths to wealth creation
For some, starting a business or having a side gig is a key step on the journey to financial well-being. However, if they don't have the right tools, success may be hard to come by. We collaborate with industry leading entrepreneurial services companies to make it a little easier to build and operate new ventures
The industry-leader making legal help for registering, running, and protecting your small business accessible to all people.
The #1 accounting software in the U.S. offering customers a system of tools to help customers operate their small businesses or side-gigs more efficiently.
With our end-to-end consulting support, we'll help you establish an effective financial well-being program to generate the best outcomes for your institution.
Outcome-oriented
Focus on your people achieving financial well-being
Individualized
Personalized support for every financial journey, at scale
Accessible
Solutions that are convenient, affordable, and simple
Trusted
Collection of industry-leading financial wellness products
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