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Drive Better Engagement and Retention

Did you know? Financial concerns are part of the mental burden that impact the health, focus, and even career progression of your members or employees.

 

If you're looking for a meaningful way to support your members—and strengthen engagement and retention—consider The S.T.A.R. Treatment™ workshop or program for your organization.

The S.T.A.R. Treatment™ is a structured, guided process designed to:

✔ Elevate financial knowledge and confidence

✔ Make finances feel less overwhelming
✔ Provide a clear roadmap for building financial security
 

Help Your Members Discover a Better Financial Planning Approach

Expert Guidance

Step-by-step guidance and tools that strengthen your finances and your confidence with each step.

More Effective

Take action on key financial decisions while uncovering blind spots and avoiding costly mistakes.

Less Overwhelming

Save time and feel confident you are taking the right steps with a clear roadmap and expert guidance.

3 Powerful Options for Engaging Your Organization

1

Workshop or Webinar

Give your members the opportunity to learn strategies for effectively managing their finances without feeling overwhelmed in a 1 to 4 hour hands-on workshop or webinar that guides them through The S.T.A.R. Treatment™ process. Virtual or in-person options available

2

Financial Education & Planning Program

Nurture your members continuous financial education and planning resources throughout the year.

Give your members access to live workshops, on demand webinars, monthly touchpoints, in-person group sessions, and an extensive library of templates and guides. This is a highly customizable program that uses The S.T.A.R. Treatment™ as a foundation.

3

Speaking Engagment

Looking to inspire and motivate your members with relatable experiences coupled with practical strategies? 

I share my financial journey from being laid off at 25 to retiring early at 44 and how a step-by-step roadmap can be a game changer in building lasting financial security.

 

The S.T.A.R. Treatment Journey

The S.T.A.R. Treatment
Individual Client Experience 

"I knew I was taking some of the right steps, but I also knew there were things I was missing and areas I could improve. This process is making it clear what I'm doing well, what needs improvement, and what more I need to do. I'm feeling much better about my finances."

- A client currently on The S.T.A.R. Treatment journey

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