As an entrepreneur, you have put a significant amount of time, money, and heart into your business. The thought of letting go can be scary. Our team helps you maximize your business’s value, create an exit strategy, and prepare for the next stage of your life with confidence.Learn More
Retirement should be an exciting chapter of your life, but it’s often overwhelming. Our team helps you prepare for this stressful transition so you can feel confident knowing that, when you’re ready, you’ll have more than enough to enjoy a successful and stress-free retirement.Learn More
At Stage 2 Planning Partners, we understand that you’re the expert of your own life. You know what your goals are for the future, and it’s our job to help you get there.
That’s why we listen to where you are today and where you want to be tomorrow before we create your custom plan. We help you navigate difficult emotional and financial transitions so you can feel confident about the future.
With over 70 years of combined experience helping individuals overcome economic and personal hardships, our team of Financial Transitionists can help you plan for what’s next and make the best decisions for your personal goals. Schedule an appointment today to get started.
We’ll get to know you and your financial goals to see how we can help you develop financial independence.
Transition expertise matters. We’ll help you understand the stages of transition you’re in and the right actions to take, both financially and personally.
With the support of our team and a deeper understanding of your finances, you can sleep well knowing you’ll be OK and have a clear plan for what’s next.
When you think of finances, you probably don’t think of emotions. Yet money is an emotional part of our lives, full of worry, guilt, stress, and fear.
In this infographic, we break down the importance of addressing both sides of money—and what could happen if you don’t.