The Retirement Confidence Program™

Help Your Employees Retire with Confidence

Streamline your workflow, boost productivity, and collaborate effortlessly with Taskly—your all-in-one project management solution.

Scedule a Discovery Call

Download Program Overview

As Featured In:

Keallah Smith's financial education and investing insights have been featured in...

A Retirement Account Helps You Save.

A Retirement Strategy Helps You Retire.

For years, employees have been told that if they contribute consistently to their retirement accounts, everything will work out.

Yet many mid-career professionals still don't know:

How much they'll need
Whether they're on track
If their spouse's retirement is factored into the plan
What actions they should take next

That's where The Retirement Confidence Program™ comes in.

Today's Employees Need More Than a 401(k)

Today's employees are balancing demanding careers, rising costs, family responsibilities, and an uncertain financial future.

Many are contributing to retirement accounts, yet still wonder:

Am I saving enough?
Will I actually be able to retire?
How much money will I need?
Is my spouse's retirement included in the plan?
What should I be doing differently?

Financial uncertainty doesn't stay at home. It follows employees into the workplace.

two women talking while looking at laptop computer

Why Employers Partner With Us

Organizations are investing more than ever in employee wellbeing—but retirement planning is often reduced to enrollment meetings and online calculators.

The Retirement Confidence Program™ complements your existing retirement benefits by helping employees connect all the pieces of their retirement into one clear, actionable strategy.

When employees have greater clarity about their financial future, they feel more confident taking the next steps toward retirement.

Strength Existing Benefits

Go beyond enrollment meetings and retirement calculators with personalized guidance that complements your existing 401(k) resources.

Give Employees Guidance They Can Act On

Employees don't just receive information. They work through their own retirement goals, numbers, gaps, and next steps.

Demonstrate Investment in Employee Wellbeing

Give employees a meaningful financial wellness resource that addresses one of the biggest long-term financial decisions they'll face.

The Retirement Confidence Journey

Employees don't need more information.

They need a clear path forward.

Every participant follows a proven framework designed to move them from retirement uncertainty to retirement confidence.

Step 1 - Discover
- Define what you want your retirement to look and feel like.
Step 2 - Calculate
- Determine your personalized retirement income target.
Step 3 - Identify
- See where you stand today and identify your retirement gap.
Step 4 - Build
- Bring your accounts, investments, and goals together into a cohesive strategy.
Step 5 - Take Action
- Put your strategy into action with clear next steps.

What Employees Receive

Retirement Confidence Workshop

A practical introduction to the key pieces of retirement planning—and why your 401(k) isn't the whole picture.

Personalized Coaching

Four private coaching sessions to help employees connect their retirement goals, accounts, and next steps.

Retirement Confidence Roadmap

A personalized action plan showing employees where they stand and what to do next.

Partnership Options

Every organization is different.

Whether you're looking to educate your workforce or provide personalized retirement coaching, we offer flexible partnership options tailored to your organization's goals and budget.

Retirement Confidence Workshop
- A stand-alone educational experience perfect for organizations looking to enhance employee financial wellness.
Retirement Confidence Partnership -⭐ Recommended
- Our signature employer-sponsored coaching experience, where the organization invests in personalized retirement coaching for participating employees.
Retirement Confidence Match
- A shared-investment model that allows employers to subsidize employee coaching while expanding access to personalized retirement guidance.

Let's discuss which option is the best fit for your organization.

Schedule a Discovery Call

Starting partnerships available from educational workshops to employer-sponsored coaching engagements.

How You'll Measure Success

The Retirement Confidence Program™ doesn't end when the workshop is over.

We help employers understand how their workforce is engaging with retirement readiness.

Employers receive aggregate insights such as:

✓ Workshop participation

✓ Coaching participation

✓ Percentage of employees who calculated their retirement number

✓ Percentage who identified a retirement savings gap

✓ Percentage who completed a written retirement action plan

✓ Overall retirement confidence before and after the program

✓ Participant satisfaction

Individual financial information is never shared with employers.

Meet Keallah Smith

Retirement Strategist | Accounting & Finance | Corporate Leadership

After watching her own mother prepare for retirement, Keallah realized something many professionals don't discover until it's almost too late.

The retirement playbook that worked for previous generations doesn't always work today.

People are working hard.

They're contributing to retirement accounts.

They're doing everything they've been told to do.

Yet many still don't know if they'll actually be able to retire with confidence.

That's why Keallah created The Retirement Confidence Program™.

With a background in Accounting and Finance and years of corporate leadership experience, she helps employees move beyond simply saving for retirement to building a personalized retirement strategy.

Keallah Smith

Retirement Strategist

Help Your Employees Move From Retirement Uncertainty to Retirement Confidence

Give your employees more than another retirement presentation.

Give them a personalized strategy that helps them understand where they stand, where they're headed, and what to do next.

Designed to complement your existing retirement benefits—not replace them.