6 Foundations of Financial Success

Cash Flow Management

Create a clear plan for income and expenses so your money works for you.

Debt Management

Eliminate debt strategically while protecting your credit and cash flow.

Emergency Fund

Build a safety net to handle life’s unexpected expenses.

Wealth Building

Grow assets through investments and tax-advantaged strategies.

Proper Protection

Safeguard your family and business with insurance and risk planning.

Legacy Planning

Pass on wealth, values, and impact to the next generation.

Insurance products offered through World Financial Group Insurance Agency, LLC (WFGIA) and its affiliated agencies. Neither Stellar Financial Services & Leadership Development PLLC nor its representatives provide tax or legal advice. Please consult your own professional advisors for guidance specific to your situation.

Stellar’s Expanded Core Services

Financial Education & Strategy

We empower families and businesses with financial literacy, teaching the principles of wealth creation, taxes, and compounding.

Leadership Development

Through mentorship, training, and team building we help people step into leadership roles in business and life.

Entrepreneur & Business Solutions

From protection to tax
smart planning, we help entrepreneurs safeguard
and scale their
businesses.

Veteran Community Empowerment

Serving those who’ve served. We create solutions for veterans and partner with communities to spread financial literacy.

Wealth Mindset & Personal Growth

Money follows mindset. We help people shift from scarcity to abundance thinking, connecting financial security with personal development.

Building Network

From protection to tax
smart planning, we help entrepreneurs safeguard
and scale their
businesses.

Insurance products offered through World Financial Group Insurance Agency, LLC (WFGIA) and its affiliated agencies. Neither Stellar Financial Services & Leadership Development PLLC nor its representatives provide tax or legal advice. Please consult your own professional advisors for guidance specific to your situation.

How we Serve You

1

Financial Planning

Personalized Planning for a Stronger Financial Future

  • Create a plan that fits your goals and lifestyle

  • Learn smart ways to manage debt and save more

  • Take clear steps toward lasting financial confidence

2

Leadership Development

Grow as a Leader — in Life and Business

  • One-on-one coaching to sharpen your leadership skills

  • Build confidence through hands-on learning and mentorship

  • Lead teams with clarity, empathy, and purpose

3

Join Our Team

Build a Career That Makes a Difference

  • Get mentorship, training, and real support from day one

  • Grow your own business with guidance and proven systems

  • Earn while helping families and communities thrive

Insurance products offered through World Financial Group Insurance Agency, LLC (WFGIA) and its affiliated agencies. Neither Stellar Financial Services & Leadership Development PLLC nor its representatives provide tax or legal advice. Please consult your own professional advisors for guidance specific to your situation.