I’m Steven Stack
Financial Coach | Speaker | Man of Faith | Debt Free | Millionaire | Author | CFEI | CLFP
Helping You Build Wealth Holistically
I’m Steven Stack
Financial Coach | Speaker | Man of Faith | Debt Free | Millionaire | Author | CFEI | CLFP
Helping You Build Wealth Holistically
Goal Setting
Receive help making S.M.A.R.T. goals that are specific to your needs & desires.
Debt Repayment Strategy
Get help with repaying debt from someone that has paid off six-figures in debt including a mortgage!
Investment Education
Learn & get understanding about investing that you can use & just as important, pass down to the next generation.
Investment Strategy
Learn about different investment strategy options from someone that built a 7-figure net worth by age 31 & isn’t trying to sell you a product, but is instead providing knowledge.
Companies I’ve Worked With
What Is A Financial Coach?
A financial coach is an advisor who can help you reach your financial goals by teaching you money management skills. Some of these skills include managing & paying down debt, understanding spending habits, creating a budget, building savings, outlining a financial plan, improving financial literacy and much more.
Who Is Financial Coaching For?
Simply put, financial coaching is for everyone! Even the highest-performing athletes have coaches & trainers that help put them in the best positions to win in the heat of competition. The difference is you’re not in competition with anyone but yourself to make better decisions today than you did yesterday! So financial coaching is for you whether you need help with budgeting, paying down debt, investment education, strategy, outlining a financial plan or just a knowledgeable, neutral party that wants to see you win!
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What is The Process Like?
There’s normally a 5-step process that begins with scheduling a free discovery call to determine how to best serve your financial coaching needs. If there’s agreement, this will result in setting up a 1-on-1 financial coaching session which concludes with a list of follow-up actions to help you get on the right track in your journey of building generational wealth.
1. Schedule Free Discovery Call
The discovery call allows you to detail what your coaching needs are to determine the go forward plan for your session.
2. Book an Appointment
Once there’s agreement to move forward after the discovery call, we will determine the most convenient form of payment then book a 1-on-1 coaching session date & time.
3. Complete Session Pre-Work
There’s typically pre-work information to have prepared prior to the coaching session to help enhance the meeting.
4. Conduct 1-on-1 Coaching Session
We will get on a video call to go through a 1-on-1 coaching session that lasts approx. 60-75 minutes.
5. Follow-Up Action Items
After the coaching session, there’s normally a list of follow-up action items that are communicated to be completed from what was discussed in the meeting.
Coaching Packages
Customized One Hour 1-on-1 Coaching Session
($2500 value)
This includes a portfolio review & specific recommendations
More Details
What’s included: review of your assets, liabilities, monthly expenses & income then specific recommendations based on your situation. It’s customized so the focus can be on anything from budgeting, paying down debt, investment education, strategy, outlining a financial plan, etc. This also includes “institutional knowledge”, meaning you get the benefit of my knowledge over time from having done countless sessions in the past. Email support for one month is also included.
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Accountability or Debt Payoff/Budgeting Package
Includes an initial 1-on-1 coaching session plus monthly check-ins for a minimum of 3 months.
More Details
This is for those that need a plan outlined plus support & accountability to stick to that plan. The monthly check-ins are 15-20 minutes discussions for both encouragement & accountability on monthly progress. Minimum 3 month commitment.
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1 Year All-Access Package
Virtually unlimited access for a year to a millionaire investor in real estate (house flipping & multi-family rentals), stock market investing, private equity investing, hard money lending & more.
More Details
Access to real-time knowledge of what I’m investing in such as real estate & the stock market, real estate deal analysis, unlimited email support, weekly calls (phone or video) & much more.
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About Me
I’m a financial coach, Certified Financial Education Instructor (CFEI ®) & Certified Financial Literacy Professional (CFLP℠) that is 100% debt free! This includes paying off a six-figure mortgage at age 32 in only 3 years! I also became a millionaire by age 31 through consistent money management & investing primarily through real estate & the stock market. While these things may be impressive, it is a sincere love for God, family & others that defines me.
