Organize a lifetime of important
information in one place.
LifeSTACK® is a simple, intuitive, step-by-step process that ensures your loved ones are fully prepared for the unexpected.
Never again feel insecure or uncertain about your financial,
personal, or medical information—or your future.
Here at Stone House Retirement Income Planners, we created LifeSTACK® to be an easy and intuitive solution for organizing a lifetime of your important information to prepare you and your loved ones for the unexpected.
Each step is easy to follow with little effort—you will find yourself finally on top of the important things in your life such as:
• Access to all of your accounts,
• How to contact your accountants, attorneys and financial advisers,
• A list of all of your monthly bills and how to pay them; and
• Who to call when something goes wrong.
If you are like most people, when it comes to finance you struggle with insecurity, uncertainty, and indecision. But, there’s good
news! The basic tools found in our LifeSTACK® Kits have worked for countless people like you to get organized and feel better about their finances—and future.
It is time to get the certainty you crave—the certainty that will help you
sleep at night knowing you have your financial house in order, fully
prepared for the unexpected. Even if you have a “list” somewhere, it probably is missing important information that will be essential one day for yourself or someone you love.
That is why we created our simple, intuitive, and affordable LifeSTACK®
Kit! To help you “stack your life”—quickly and easily—protecting yourself and the ones you love from fear and uncertainty when the unimaginable happens.
Robert J. BrownCertified Financial Planner™ Professional
When my father died, it hit us all pretty hard.
You can never prepare yourself emotionally for the passing of a dear loved one, but shortly before my dad passed
away my mom was able to get their financial life in order. It turned out to make a HUGE difference.
It's almost impossible to focus on paperwork, financial accounts, legal documents, taxes, estate settlements, and all of the things that follow when someone close to you dies.
My mom was grieving. She was trying to find a way forward without my dad. She was struggling with major life
decisions. That last thing she needed was to feel confused, scared, and uncertain as she settled my father’s estate and looked toward her future.
Initially, she was worried because she had heard the process that you have to go through when your spouse passes
away is difficult and takes many months, maybe even years of work.
You can imagine her surprise when after just a few hours of work, she had all the institutions notified, forms filed, and monthly bills paid.
We created LifeSTACK® to save you time, money, and feelings of insecurity and uncertainty—to give you freedom and peace when you need it most.
All you have to do is follow these simple steps!
First, go through the Stack The Deck Cards
Use your Stack The Deck Cards to start important conversations with the people
closest to you like your spouse, children, or parents. We love the sleek design and think you will too! As you discuss the topics listed on the cards, begin to sort and prioritize them so you know what topics you need the most help with and which
you need to focus on first. Click the preview button to get a sneak peek at the Stack The Deck Cards.
Next, complete your LifeSTACK® Booklet
We think you’ll agree, the LifeSTACK® Booklet is a real stunner. It is the most
beautiful, simplest way to organize your financial life. Each page is beautifully designed and the booklet makes it so easy to follow along and get your important information collected in one spot. Click the preview button to see for yourself!
Now, invite the important people in your life to be a part of your plan
Notify family, friends, your advisers, your accountants, your attorney, your
executor... anyone that needs to know where to find your information if something happens. Just use the included Circle Of Trust Cards and matching Envelopes to get
your people on board!
Finally, put it in your safe at home or a Safe Deposit Box at the bank.
It is super important to keep your information safe. Store your kit in your home safe
or in a safe deposit box at your bank to make sure it doesn’t get lost or stolen.
Now that you have everything in order, you can make a plan to address any issues that turned up when completing your kit.
First, go through the Stack The Deck Cards
Use your Stack The Deck Cards to start important conversations with the people
closest to you like your spouse, children, or parents. We love the sleek design and think you will too! As you discuss the topics listed on the cards, begin to sort and
prioritize them so you know what topics you need the most help with and which
you need to focus on first. Click the preview button to get a sneak peek at the Stack The Deck Cards.
We think you’ll agree, the LifeSTACK® Booklet is a real stunner. It is the most
beautiful, simplest way to organize your financial life. Each page is beautifully designed and the booklet makes it so easy to follow along and get your important information collected in one spot. Click the preview button to see for yourself!
Now, invite the important people in your life to be a part of your plan
Notify family, friends, your advisers, your accountants, your attorney, your
executor... anyone that needs to know where to find your information if something happens. Just use the included Circle Of Trust Cards and matching Envelopes to get
your people on board!
Finally, put it in your safe at home or a Safe Deposit Box at the bank.
It is super important to keep your information safe. Store your kit in your home safe
or in a safe deposit box at your bank to make sure it doesn’t get lost or stolen.
Now that you have everything in order, you can make a plan to address any issues that turned up when completing your kit.
Special Bonuses!
Order Now And Get These Free Bonus Journals!
My Medical Journal
This Journal helps you keep track of your medical information like ailments, prescriptions, insurance, and health care providers. There is even a spot to take notes at doctor appointments.
My Home Journal
The Home Journal helps you keep track of important things about maintaining your home. List your go-to professionals, track work that you have done, your favorite paint colors or stain you use for the deck. Anything that is important to you about your home can be tracked in this easy to use journal.
My Pet Journal
WE ALL LOVE OUR PETS!!!! With this journal, you finally have a convenient location to keep track of vet appointments, shots, favorite foods, nutritional supplements, favorite chew toys and anything else that make your pet happy.
My Password Journal
Passwords, Passwords everywhere... Passwords, Passwords ’til you are pulling out your hair! Use this journal to keep track of all those passwords for your online accounts, but BE CAREFUL!!! If you use this journal, keep it somewhere extremely safe so that no one can get your passwords!
Worried You’ll Get Stuck? Worry No Longer!
You’ll get FREE access to our library of LifeSTACK® Section-By-Section Tutorial Videos!!
Let us guide you through each section of the LifeSTACK® Kit to take out any of the mystery or confusion. Watch as we explain each section and how to complete them as you follow along with your own kit. It’s the next best thing to having us in the room with you helping you complete your kit.
YOU CAN DO THIS!
We Are Financial Planners. We Know How To Get You Organized!
We built LifeSTACK®
It is based on decades of years of combined experience working with people just like you. It is the best system for getting your financial life organized in the privacy and convenience of your own home.
It Is Easy!
It Doesn’t Take Long!
We are busy and we know you are too. You should be able to get this whole kit done within a couple hours. Once you get started, it goes fast and you will have it done before you know it.
Your LifeStack Kit Contains.....
THAT'S A $250 VALUE FOR JUST
$97
Limited Time Offer. Act Now!FREE SHIPPING!
30 Day Money-Back GuaranteeFree Return Shipping!
If you are unhappy with your LifeSTACK® Kit for any reason, simply return it for a full refund. No questions asked.
Frequently Asked Questions
Who should order a LifeSTACK® Kit?
LifeSTACK® Kits include financial life organization tools that pertain to everyone. Young or old, rich or poor, if you need to get a better handle on your finances, the LifeSTACK® Kit is for you.
How long will it take to receive my LifeSTACK® Kit?
Orders are processed quickly and shipments are usually shipped within 1 business day of your order. Please allow 5 to 7 days for shipping.
Is the information I give you safe?
Yes! We know how important privacy is. We keep your information safe and we never sell your information to anyone.
How long will it take to complete my LIFESTACK® Kit?
Depending on the complexity of your financial life. Most people should be able to complete the the kit in a couple hours or less.
Can I get a refund if I don't like the LifeSTACK® Kit?
We want you to be 100% satisfied with LifeSTACK®. That is why we offer a 30 day money back guarantee. If you are unhappy for any reason in your first 30 days of purchase, let us know and we will get you a return shipping label and you can send your kit back for a full refund no questions asked.
Order Your LifeStack Kit Today!
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Add a second kit for just $75 That's a 20% Discount!: LifeSTACK Kits make the perfect gift for friends and family. Know someone looking to get a better handle on their finances? LifeSTACK is a perfect way to start. Click the checkbox to add a second kit for just $75!
A Product of Stone House Investment Management, LLC
Info@StackMyLife.com
Copyright © 2020 All Rights ReservedLifeSTACK® is a registered Trademark of Stone House® Investment Management, LLC
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirement.
No advisory services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.
Information on this website and information within the LifeSTACK® Kit does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change.
This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed.