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Description

Liz Davidson shares her journey growing up with entrepreneurial parents and the lessons she learned from their experiences. She discusses her current business, which provides workplace financial coaching as an employee benefit. Liz emphasizes the importance of financial security and how it can positively impact an individual's overall well-being. She also talks about the value of her company's benefit and how it is appreciated by employees. The coaching helps employees become more financially secure, which in turn improves their confidence, productivity, and overall quality of life. Financial planners at Financial Finesse are full-time certified financial planners with at least 10 years of experience. They come at things from a coaching perspective, empowering and enabling clients to make the best possible decisions. The focus is on developing skills that allow clients to make better day-to-day decisions about their money. Financial Finesse works compatibly with financial advisors and helps employees understand the questions to ask when considering financial products and services. They also provide resources for employees in different life stages and financial situations.

Takeaways

• Growing up with entrepreneurial parents can have a significant impact on a person's mindset and approach to business.


• Financial coaching as an employee benefit can greatly improve employees' financial well-being and overall quality of life.


• Financial security enables individuals to have more freedom, choice, and peace of mind.


• Providing employees with resources to improve their financial situation can lead to increased employee satisfaction and productivity.


• Financial coaching can have a positive ripple effect on various aspects of an individual's life, including physical and mental health. Financial Finesse differentiates from financial planners by taking a coaching perspective and empowering clients to make their own decisions.


• Financial Finesse works compatibly with financial advisors and helps employees understand the questions to ask when considering financial products and services.


• Financial Finesse provides resources for employees in different life stages and financial situations.


• Developing a financial identity and aligning financial behaviors with that identity can make managing money more automatic.


• Automating bill pay, investing, and saving can help reduce decision fatigue and make financial management easier.


• Financial success is a journey with setbacks, but with the right mindset and recovery from setbacks, anyone can win the money game.

Liz Davidson has been widely recognized as the
pioneer of workplace financial wellness. In 1999, she established an unbiased financial wellness company with the mission of helping employees from all walks of life to reduce their financial stress, gain the confidence needed to make informed decisions and ultimately seek out financial advice to grow and protect the wealth they've accumulated. Today, Financial Finesse is the largest
independent provider of financial coaching as an employee benefit, providing financial wellness programs to millions of Americans throughout the country.
Liz holds an MBA from the Anderson School at UCLA. 

Get in Touch With Liz:  
Social media and website information:

www.financialfinesse.com

X: @Fin_Finesse

Instagram: @thefinancialfinesse

LinkedIn: Financial Finesse

Book Recommendations:

“Conversational Capacity: The Secret to Building
Successful Teams That Perform When the Pressure is On” by Craig Weber                                                         
“Switch: How to Change Things When Change Is
Hard” by Dan Heath, Chip Heath        
“Mindset: The New Psychology of Success” by Carol
S. Dweck                                                      
“The Big Short” by Michael Lewis                                                        
“My Sister’s Keeper” by Jodi Picoult

Podcasts:   
Your Money Minute, CNBC

Stacking Benjamins Show, Joe Saul-Sehy & OG

Everyone’s Talkin’ Money, Shannah Game