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
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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.
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