It's not too late!
The information provided was easily digestible. It made me believe that I am not too late and provided clear directions and understanding.
calltoleap (invest.calltoleap.com) has a 5.0 out of 5 rating on OK.one, based on 61 user reviews collected here. It is listed under Education & Training and its reputation is excellent. Praise is nearly unanimous, with 100% rating it 4 stars or higher. Last updated 2026-08-10.
The information provided was easily digestible. It made me believe that I am not too late and provided clear directions and understanding.
Steve's Financial Freedom Roadmap is an excellent guide to getting one's finances in order while building for a future retirement. It helps people focus on building wealth in a sensible order, without introducing any get-rich-quick schemes or high-risk strategies. His channel continues with many topics that educate and prepare people to build wealth. One recommended strategy that can help people reduce risk while building wealth is to add in an understanding of having the appropriate levels of insurance to protect their wealth.
Since joining Call to Leap, I have been amazed by the amount of knowledge and education I have received. I plan to use these new skills and principles to build a better future for both myself and my child. The coaches at Call to Leap are incredibly knowledgeable and well-informed, while also being careful not to push opinions or provide financial advice. My coach, Chris Williams, has been especially helpful throughout my journey. He has taught me so much and has shown great patience as I continue learning and growing in my understanding. I am truly grateful for this newfound knowledge, which I believe will positively impact not only my portfolio but also my life as a whole.
I think the teaching style was what made the difference. Steve not only had great content to provide but a teaching style that other financial literacy programs just can't seem to measure up.
I met with Coach Aparna Sodhi for my one-on-one session. I cannot praise her enough. She was warm and supportive and never judgmental about my lack of knowledge. I am a true beginner. She was accessible and made me feel safe. I now have a path forward to sensibly make some money. CTL is a fabulous company. All the lessons have been so easy to understand. I feel comfortable and confident and that I am turning a corner in my life.
We have used the budgeting spreadsheet and intend on following the beginners investing road map also.
Very informative, explains it well enough to understand. Breakdown data for you and calculates the data as well. I now have 4 out of 5 accounts he recommends thanks to him. Thanks Steve. You have changed my retirement planning for the better.
I found Steve sort of late in the game, but he is helping me in ways I did not expect: He has helped me find courage and confidence to manage my resources with intelligence and calm. I am looking forward to how he adds to his teaching as he himself ages and enters the part of this race where having years for growth is no longer in the picture. I bet he will KILL IT! I hope I get to see that.
I’ve read through most of the materials Steve provides free of charge and I can’t believe he offers this at no cost! It must have taken a tremendous amount of work. It’s very easy to read, with many good analogies. Solid advice for a foundation in financial literacy.
I have really enjoy my experience with Call to Leap and have learned so much. I first discovered Steve on Instagram so the fear was, is this a scam? This is not. You will definitely gain a ton of finacial knowledge. I have loved all the coaches I have worked with especially Ben, Chris, and Paul. The coaches have allowed me to ask my pressing financial questions that others have made me feel dumb asking. Money is a strange topic to converse about between friends. People either shun away from talking about it at all or they pretend they know so much to buff up their chest; with the program, I get my questions answered, factually, without the problem of their ego getting in the way.
very informative videos i have learned allot from Steve
Working with coach Brian P. was a great experience. He was incredibly patient and had an excellent grasp of the topics we covered. Great follow-up emails summarizing the areas of financial services covered. The whole program was a great value for money. I didn't think I would be able to learn as much as I did and it is all because the Calltoleap program is incredibly organized and built for new investors.
Joining Call To Leap program is one of the best decisions I’ve ever made. Throughout 12 weeks of trainings, I have gained more knowledge than the past decade in stock trading. I was blessed to have coach Mark Casey as a coach. He is very knowledgeable, professional, and dedicated. He walked me through step by step to make sure I’m understanding the training and become successful in this field. He told me that my success is his success. Throughout 12 weeks of training, I have made profit in capital gain almost the amount of money I invested to join this program. Thank you coach Mark for all your trainings. 😇👍
Steve is such a great teacher. He generously provides straightforward, well-considered facts, guidance, and documents that are helpful without even requiring an initial investment - which is refreshing that we can get to know him, his basis for his teachings, and his approach without pressure to invest before ready. His live calls are very informative. I'm not yet in a position to invest in coaching as I need to be able to commit the time so I know I can apply everything I learn, but when I am able, I look forward to investing in coaching with him. Highly recommend following him on YouTube to get started learning from him!
Steve made investing easier for me. The returns have been solid. I'm very happy with his advise.
I have learned a lot from all the free videos and I am so Thankful! Recently i opened a brokerage account for my daughter who just turned 21. Trying to pass down what I have learned and she has the advantage of investing for many years to come.
Steve is a natural educator and he makes learning easy! He is so generous with his time and investing knowledge, sharing his materials free of cost which have been prepared with a lot of detail and thought. They have made a difference for me. Thank you, Steve!
This was the best idea we have had in a long time. I wish we had learned this decades ago. The way they present the material makes it very easy to understand and put into practice. We were complete beginners and had very little financial knowledge but we feel very competent in moving forward. Our coach, Aparna Sodhi, was the best teacher. She really knows her stuff and helped us so much, we couldn't have asked for more in a coach. We recommend this to anyone that wants to find a clear path to retirement.
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