Stage 2 Planning Partners

About Us

Our Purpose: Helping to make our clients live's better.

Each of our Stage 2 Planning staff has a unique expertise and style.  We encourage you to take time to look at each of us and discover who has experience in an area you're interested in.  After reviewing who we are and what we do, we invite you to have a conversation with one of us..

To set a time to speak with one of us, call us at 877-880-5112 or email us and we'll get back with you to set a convenient time and date for your conversation.

Vermont Associates

Josh-Patrick-financial-planning-professionalJosh Patrick - Founding Principal Focus: creating business value, private business wealth management, business sucession planning

Click here to learn more about Josh

 

 

Chris-Douglass-Financial-Planning-Professional

Chris Douglass - Focus: retirement planning, wealth management, investment planning

Click here to learn more about Chris

 

 

Sandie-Maynard-Financial-Planning-ProfessionalSandie Maynard - Focus: life changes, wealth management, retirement planning

Click here to learn more about Sandie

 

 

Melissa-Provost-Financial-Planning-ProfessionalMelissa Provost - Vermont client service manager

Click here to learn more about Melissa

 

 

 

New York Associates

Rick-Harris-Financial-Planning-ProfessionalRick Harris - Founding Principlal Focus: retirement planning, estate planning, asset management

Click here to learn more about Rick

 

 

Jason-Heller-Financial-Planning-ProfessionalJason Heller - Focus: wealth management, retirment planning, risk managaement

Click here to learn more about Jason

 

 

Kim-Harris-Financial-Planning-ProfessionalKim Harris - New York client service manager

Click here to learn more about Kim

 

 

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