Wealth Health Course & Coaching

Take Control of Your Financial Future with Stakwell

Are you ready to build a strong foundation for your financial goals? At Stakwell, our Wealth Health Course & Coaching provides the education and guidance you need to understand budgeting, savings, debt management, and more. Our mission is to empower you with knowledge and strategies to work toward long-term financial health through actionable, general financial education.

Why We Mentor and Coach

At Stakwell, we believe financial success comes from understanding key concepts, developing discipline, and building confidence in your financial decisions. Our Wealth Health Course & Coaching combines education with one-on-one coaching to help you create a personalized financial plan, without providing specific investment, financial, or tax advice. We focus on equipping you with the tools to make informed decisions, while encouraging you to consult licensed professionals for personalized recommendations.

Wealth Health Course & Coaching: What to Expect

The Wealth Health Course & Coaching is a two-day, 16-hour intensive program designed to provide a comprehensive financial education. You’ll work one-on-one with an experienced coach to analyze your current financial situation, identify your goals, and develop a general plan to pursue them. The course covers essential pillars of financial literacy, including:

✔️ Budgeting and Spending Plan – Learn strategies to manage your income and expenses effectively, creating a budget that aligns with your lifestyle and goals.
✔️ Savings and Investments – Understand how to build an emergency fund and explore general principles of investing for long-term growth.
✔️ Debt Management – Discover strategies to prioritize and reduce high-interest debt while avoiding common financial pitfalls.
✔️ Insurance Coverage – Learn the importance of health, life, disability, and property insurance to protect yourself and your family.
✔️ Retirement Planning – Understand how retirement accounts like 401(k)s, IRAs, and pensions can support long-term security.
✔️ Estate Planning – Explore the basics of ensuring your assets are distributed according to your wishes.
✔️ Tax Planning – Gain insights into general tax-saving strategies, such as leveraging deductions and tax-advantaged accounts.
✔️ Alternative Asset Classes – Learn about the risks and benefits of non-traditional investments, such as cryptocurrencies or real estate, to diversify your knowledge.
✔️ Client-Requested Asset Education – Have questions about a specific commodity, stock, or asset like Bitcoin or Tesla? Request educational content on assets, and our coaches will provide general, objective information about their characteristics, risks, and market context.

Investment: $4,995.00 (includes 16 hours of instruction and one 1-hour personalized coaching session).
Program Wrap-Up: Celebrate your progress with a closing session to reflect on your financial education journey. 

Note: The Wealth Health Course & Coaching provides general education and is not personalized financial, investment, or tax advice. Participants should consult a licensed financial advisor, tax professional, or attorney before making specific financial decisions.

Mind Flip: It Starts in the Mind

Financial success begins with how you think about money. Our Mind Flip program helps you develop a confident, informed approach to financial decision-making through educational resources and mindset exercises. 

You will learn to:
✔️ Build a healthy relationship with money.
✔️ Address limiting beliefs about wealth.
✔️ Be more confident with your financial choices. 

Investment: $129.95
Note: All materials are original or used with permission. This program is educational and does not provide specific financial advice.

Keeping Tabs: Stay on Track

Financial success requires consistency. Our Keeping Tabs program offers 8 hours of coaching over four quarters (2 hours per quarter) to review your progress, discuss general strategies, and refine your financial plan. 

✔️ Monitor your budgeting and savings progress.
✔️ Identify successes and areas for improvement.
✔️ Stay aligned with your long-term financial goals. 

Investment: $1,049.95
Note: Coaching sessions provide general guidance and do not include personalized investment or tax advice.

Disclaimer: Stakwell LLC does not provide advice on specific securities, cryptocurrencies, or investment products. All information provided is sourced from reputable, publicly available data and is for educational purposes only. Consult a licensed financial advisor for personalized recommendations.

Crypto Focus Consultation & Strategy Program: Build Your Foundation

Clarity and confidence start here. Our Crypto Consultation & Strategy Program provides structured, personalized coaching to help you navigate cryptocurrency responsibly—combining education, planning, and accountability for lasting success.

✔️ Five-Hour Initial Consultation — Establish your foundation with personalized, one-on-one sessions to clarify your goals, assess readiness, and outline your strategic plan.
✔️ Ongoing Monthly Support — Enjoy ongoing consultation at $50/month, including up to four (4) email-based inquiries per month and periodic check-ins to keep you on track.
✔️ Guidance & Accountability — Receive focused mentorship in crypto education, framework development, and action planning to ensure steady progress.

Investment: $1,050.00 initial consultation fee + $50.00/month (12-month ongoing consultation)
Note: Consultation services provide general guidance and educational support only and do not include personalized investment, financial, or tax advice.

Disclaimer: Stakwell LLC does not provide advice on specific securities, cryptocurrencies, or investment products. All information provided is sourced from reputable, publicly available data and is for educational purposes only. Consult a licensed financial advisor for personalized recommendations.

Request Education on Specific Assets

Curious about a particular stock, commodity, or asset like Bitcoin or Tesla? Clients can request general educational content on specific assets. Our coaches will provide objective information about the asset’s characteristics, historical context, and general risks, sourced from reputable, publicly available information. 

How It Works: Submit your request via email before your coaching session, and we’ll prepare educational materials for discussion. All asset education is general and not a recommendation to buy, sell, or hold any investment. 

Disclaimer: Stakwell LLC does not provide advice on specific securities, cryptocurrencies, or investment products. All information provided is sourced from reputable, publicly available data and is for educational purposes only. Consult a licensed financial advisor for personalized recommendations.

Why Choose Stakwell?

✔️ Actionable Education: Learn practical strategies from experienced coaches.
✔️ Personalized Coaching: Receive one-on-one guidance to apply financial concepts to your goals, without specific investment advice.
✔️ Focus on Financial Literacy: Build a foundation for informed decision-making. 

Ready to Build Your Financial Knowledge?

Financial success is a journey, not a destination. The Wealth Health Course & Coaching provides a blueprint for understanding and managing your finances. Whether you’re aiming to reduce debt, save for the future, or learn about new asset classes, we’re here to educate and guide you. 

Take the first step toward financial literacy today. Sign up now and start building the knowledge to pursue the future you envision. 

Disclaimer: Offered by Stakwell LLC, a Texas limited liability company. Our programs are for educational purposes only and do not provide personalized financial, investment, or tax advice. Results are not guaranteed and depend on individual effort, market conditions, and other factors outside Stakwell LLC’s control. Consult a licensed professional before making financial decisions. For detailed information regarding our program terms, refund or cancellation policies, see our terms of service.

Sign Up Now by perfomring the following steps beblow. 

• Read this blog post.

• Read our frequently asked questions, terms of service and privacy terms. 

• Download the intake form, complete it and email it to us at info@stakwell.com. 

• If you have questions, email us at info@stakwell.com.