Get actual financial advice from "Meet Kevin" Paffrath & the StackHack team with a custom video of Kevin summarizing your Personalized Wealth Plan!
Note: The financial advice we give to other clients is not specific to you and is not personalized financial advice for yourself.
To provide MORE VALUE, you will be given access to every video response Kevin provides for this service. You'll receive ALL of his perspectives at no extra cost.
All responses are anonymized and we'll let each person know which is theirs.
You will have LIFETIME access to this library, which means every time we service a new client and add content, you can continue learning.
The scenario you're currently in now won't be the same scenario you may find yourself in later. Ongoing access to this library will provide you with ideas that could be highly valuable as you grow your wealth.
Just want the Client Video Library?
$990 $490 - Get $500 off for CYBER MONDAY.
You'll fill out a financial survey that helps us better understand your financial situation. This gives us the necessary information to craft a personalized financial wealth plan. This survey will include uploading your actual financial statements (bank, brokerage, credit card accounts, etc.) so we can efficiently help. Before we start, you will be provided disclosure documents and must sign an agreement with StackHack.
You'll jump on one 20-minute call with our in-house licensed investment advisor representatives, who will ask you questions and dig deeper into figuring out your ideal plan. "Meet Kevin" Paffrath will not be on the call, but the information gathered will enable Kevin to work directly with the team on your personalized wealth plan. The call is for information-gathering purposes and not for giving advice.
Remember, this is about growing YOUR wealth, so we want the plan to be executable for you, given your personal circumstances.
That's the idea behind our newest offer, which has taken a LONG time to put together.
Because it's ACTUALLY FINANCIAL ADVICE.
Even though the principles of wealth creation may be clear, personal and professional guidance in how we can implement those principles is important.
And while my courses teach the principles of success, everyone's story is different. Their skills are different. Their circumstances are different. Their portfolio is different. And they're all at a different point in their financial journey.
In my newest offer, we're going to review your situation and give you PERSONALIZED financial advice on what you can do next to grow your wealth and secure your future.
We all get dealt a different set of cards, so how we play them must be different, too.
I'm all about scale and growth, so you might wonder why I'm doing this.
After all, giving my audience personalized financial advice doesn't exactly scale.
I have a much bigger plan for this where I won't be giving the advice myself - but for now, you get to benefit from this opportunity.
I can't share more details than that at the moment. However, once we do move to the "scaleable plan," this pricing will be much more expensive - or this offer will be removed completely.
So, for now, I'm offering personalized financial advice to my audience first come, first serve. After we have enough signups (or if I decide to flip-flop on this idea at any time), we'll take this offline without notice while ensuring our existing clients are well taken care of.
After you join, you’ll fill out a financial survey that helps us better understand your financial picture. This survey will include uploading your actual financial statements (bank, brokerage, credit card accounts, etc.) You'll tell us as much as you want about your income, assets, job, goals, debt, portfolio, and credit.
After that, you'll jump on a 20-minute call with an in-house licensed investment advisor representative who will ask questions and dig deeper into figuring out your ideal plan. I won't be on the call, but I will connect with your investment advisor representative and create a plan based on what you've discussed together.
When your plan is ready, I'll create a custom video outlining the action steps I'll recommend for you and things you should consider to get to that next level. This way, you have a clear plan directly from me - leveraging my experience and knowledge. I'll send your video to your email when it's ready. All of your identifiable information will be excluded from the video so that we may be able to repurpose it for future content or offerings.
While this offer will likely be closed shortly, for now, you’ll receive a video with fully customized advice from me personally. This way, you have a clear plan to help you reach your financial goals, which is #ActuallyFinancialAdvice.
Access to the StackHack Video Library is included in the Personalized Wealth Plan.
All fees become non-refundable once the Adviser begins performing the services.
The financial advice we give to other clients is not specific to you and is not personalized financial advice for yourself.
DISCLAIMER: Plato’s Philosophy, LLC, d/b/a StackHack is an Investment Advisor Firm lawfully registered with the U.S. Securities and Exchange Commission (CRD # 319564 / SEC # 801-126714). StackHack’s team of Investment Adviser Representatives each holds a valid Series 65 license. This offer is available for a limited-time only. StackHack may choose to discontinue this offer at any time. All required steps must be completed in order to reserve your spot for the current offer. At no point shall any advice rendered by StackHack, its agents or representatives, and/or Kevin Paffrath be interpreted as providing any guarantees or warranties of any kind. Financial markets and investing are volatile and inherently risky. Past performance does not guarantee future results. By accepting this offer, you hereby acknowledge that following any and all advice rendered as part of the services under this offer is done so at your own risk and peril. You should never invest more than you are willing to lose. Additionally, by accepting this offer, you acknowledge that StackHack and Kevin Paffrath expressly reserve, and you expressly grant, the right for StackHack and/or Kevin Paffrath to use, distribute, and/or sell all or a portion of your “Personalized Wealth Plan” video and/or your “Fundamental Analysis” video for any and all purposes, including as part of future financial advisory service offerings. While the “Personalized Wealth Plan” video and/or the “Fundamental Analysis” video you will be provided by StackHack will be geared towards your personal financial situation or the fundamental analysis of a company of your choosing, all personally identifiable information will be removed and not included in the video for cyber security and other purposes. This means that although the video(s) you receive will address your specific financial situation and provide actionable, licensed financial advice, and/or will provide a fundamental analysis breakdown of a company of your choosing, said video(s) will be delivered in a manner that prevents disclosing your name, addresses, and any other personally identifying material. To be clear, and for the avoidance of any doubt, the video(s) StackHack provides may be reused by StackHack and/or Kevin Paffrath in the future for any purpose, including, but not limited to, marketing, training, new products, etc.