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 pretty 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. Take a look around and if you like what you see, hear and read, then take the next step and set up a time to talk with us. You'll be glad you did.
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 helps private business owners create sustainable businesses. He then helps those business owners transition into the next stage of their life.
Sandie helps you think about major life changes in your life. She then helps to craft plans that support you through those changes.