Skip to main content

You are here

Advertisement

GRPAA, Financial Finesse Partner on Financial Wellness Advice

GRP Advisor Alliance (GRPAA) announced June 9 that it will provide Financial Finesse’s financial wellness program to member firms of Global Retirement Partners, LLC.

The partnership will provide GRP member firms with access to:

  • Financial Finesse’s Online Financial Learning Center;

  • patent-pending financial wellness assessment;

  • unlimited phone-based financial coaching through Financial Finesse’s team of CFPs; and

  • an extensive library of content, tools and curriculum to enhance their existing financial education initiatives.
  • “I’ve had a long- standing relationship with Liz Davidson and Financial Finesse, who have pioneered the financial wellness movement, designing innovative, custom financial wellness programs that drive true behavioral change amongst participants,” said Bill Chetney, CEO of GRP and GRPAA in a statement. “We’re thrilled to have the ability to bring the company’s full scale financial wellness programs to members of Global Retirement Partners.”

    Said Davidson, Financial Finesse’s president, “We have long been committed to finding a way to bring our full service model to plans of all sizes. Bill and his team at GRP Advisor Alliance have worked tirelessly to find a beneficial solution for all parties involved.”

    Advertisement