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Karen Lee

id8 began working with Karen Lee to help her transition from a financial advisor and owner of Karen Lee & Associates, into a full-time speaker and author by growing speaking engagements.


After our research meeting with Karen, we discovered that her message is positive, respectful, and down to earth; she endeavors to take the complexity out of people’s relationships with their money. We also identified three major characteristics that set her apart from other financial speakers and authors: her vibrant personality, her extensive experience, and her motivational approach. From these discoveries, id8 was able to create a new brand for Karen Lee that consists of a logo, pocket folder, insert flyer, business card, letterhead, and PowerPoint to use has her new branded materials to secure speaking engagements and book opportunities.