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 build your own 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.
✔️ Asset-Class Education – Learn how major asset classes such as stocks, bonds, real estate, commodities and digital assets work, including their general characteristics and risks.

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 Education Program: Build Your Foundation

Clarity and confidence start here. Our Crypto Focus Education Program provides structured education to help you understand digital assets responsibly: how they work, custody and security, risks and tax basics. It does not include recommendations to buy, sell or hold any asset.

✔️ Five-Hour Initial Education Sessions — One-on-one education sessions covering how digital assets work, wallet security and custody, risk, and record-keeping.
✔️ Ongoing Monthly Support — Ongoing education at $50/month, including up to four (4) email-based educational questions per month and periodic check-ins.
✔️ Guidance & Accountability — Receive ongoing mentorship in digital asset education and financial literacy.

Investment: $1,050.00 initial fee + $50.00/month (12-month ongoing education support)
Note: All sessions provide general education 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 Asset Classes

Want to understand an asset class more deeply? Clients can request general educational material on asset classes such as stocks, bonds, real estate, commodities or digital assets: how they work, their historical context and their general risks, drawn from reputable, publicly available sources. 

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 an experienced coach.
✔️ One-on-One Coaching: Receive one-on-one guidance on applying general financial concepts, without 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.