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Financial Fitness Group – Meet a Vendor

Shortlister hosted Joe Saari, Founder of Financial Fitness Group, to share data and real-life case studies related to leading employers who are improving the individual financial fitness of their employees and overall financial fitness of their workplace.

Financial Fitness Group is a leading provider of cloud-based, independent and unbiased financial education and engagement platform. Their platform has been proven to improve users’ financial aptitude, behavior, and confidence. Financial Fitness Group was founded in 1998 based on scientific research on how to improve the financial literacy of the citizens of the United States. That research continues to this day and is the driving force, along with their clients, to continuously meet the new challenges facing those with financial stress.



Financial Fitness Group has developed a Financial Fitness ScoreTM, consisting of an assessment of financial Aptitude, Behavior, and Confidence.  Low scores in these areas are indicative of financial stress and cost employers $100 billion per year in lost profits and productivity.


costs   Increased Costs costsscore



Payroll Expenses


profits   Decreased Profits profits




Financial Fitness Group offers proven solutions to engage, assess, educate, and drive action consisting of:
Proprietary Assessment and SCORE™; at an individual level and organizational level
Independent & Unbiased Content; Courses, Videos, Calculators, Tools, Quizzes, Assessments, and Data Visualization Illustrations. Courses offered in English and Spanish
Online Education Platform; Open architecture, SSO/API integration, and mobile responsive. Co-branding also available.
Data & Reporting; valuable data and reporting to benchmark and index
Optional – Financial Fitness Coaching; be offered through one of our premier partners
80% of employers are actively seeking a solution to improve financial health.  With Financial Fitness Group’s solution, you can expect the following improvements delivered through their innovative platform using methods including technology, psychology, and gamification:


Financial Fitness Group uses real data to get real results and impact financial fitness in the workplace.


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