Stage 2 Planning Partners is an independent financial services firm whose professionals offer comprehensive wealth management. Our goal in serving Clients is to help make our Clients lives better. All of our Principals and Advisors have had significant experience working with Clients on a variety of tactical and strategic areas of their life. We believe that it’s important for us to first understand what our Clients want from their life before making suggestions about actions the Clients might take.
We ask our Clients to evaluate all our suggestions by answering the question will the suggestions they’re hearing make their lives better. If the answer is yes, we recommend pursuing those options. If the answer is no, we continue to ask questions till we can help our Clients find answers that will add value to their lives.