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South Burlington, VT

You’re looking for a way to make your financial life better. You might be close to or have been through a major life change like retirement, selling your business, divorce or losing a loved one. You think you’re in good shape, but you have questions. You wish you had someone to help you think through your plans and ideas. If that sounds like you, you’re in the right place. Look around and if you like what hear and read, then take the next step and set up a time to talk with us. You'll be glad you did.

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Business Owners


Creating &
Harvesting Value

Creating a sustainable business is just the first step. Once you've created a great business, do you know if you can afford to leave your business on your terms, transfer the business to who you want when you want? Even if you think you know the answer, take some time to investigate and learn what you might be missing.

Retirement Planning


Financial &
Retirement Planning

Do you know whether you're ready to retire? If you've retired are you worried about whether your assets will last? How will you spend the rest of your life? All questions you should spend time answering. Join us as we help you navigate retirement.

Life Changes


Changes in Our Life

Have you just experienced or are you going to experience the loss of a loved one or a divorce? If so, having someone who understands can make the transition easier.

Wealth Management


Tying it
All Together

Investment, financial and personal decisions all revolved around wealth. Do you wonder whether your family will be taken care of after you're gone? Do you wonder if your plan is integrated and those after you can manage what you've left? Are you worried about the complications in managing your wealth? Learn strategies others have used successfully in their lives.

Stage 2 Advisory Team

Meet our advisors at Stage 2. Each has a different expertise about how to help people like you live your dreams. Take a few minutes to explore our expertise and see how each can make your life better.

Josh Patrick

Josh Patrick

Josh helps private business owners create sustainable businesses. He then helps those business owners transition into the next stage of their life.

Sandie Maynard

Sandie Maynard

Sandie helps you think about major life changes in your life. She then helps to craft plans that support you through those changes.

Chris Douglass

Chris Douglass

Chris helps those closing in on retirement understand their options. He then helps those who have retired manage their resources effectively for the long-term.