Personal Responsibility
We don’t blame others or justify our actions when we make a mistake; we take responsibility. It’s the only way we can make sure your interests are always first.
With how much uncertainty you face every day, the last thing you should have to worry about is whether you’ll be able to support yourself in retirement or after a major life change. Stage 2 Planning Partners helps you through hurdles and challenges while creating personalized financial plans to keep your money on track and helping you through the transitions in your life.
We don’t blame others or justify our actions when we make a mistake; we take responsibility. It’s the only way we can make sure your interests are always first.
We respect who you are and your rights and we ask the same from you.
We believe in constantly doing small experiments. What works we keep. What doesn’t we get rid of.
We walk our talk. What comes out of our mouth is what we do, because you deserve a partner who is true to their word.
We take the complicated and make it simple. We do our best to make it easy for you to understand what we’re talking about.
Whether you’re planning for retirement, recovering from a divorce or loss of a spouse, or trying to manage your funds so you’re prepared for the future, you deserve a financial partner who cares about you, not just your money.
At Stage 2 Planning Partners, we’re passionate about helping our clients through the new stages in life because we’ve been there. Our team has personally experienced how overwhelming life transitions can be. We know how difficult it can be to adjust when so much is changing and when you’re worried you could lose everything you’ve worked so hard for.
For years, our firm has helped individuals in Northern Vermont take incremental steps toward achieving their personal and financial goals. Our custom Stage 2 Investment Strategy helps you stay invested when the market turns against you. Where many investment managers put all your investments into one account, leaving you vulnerable to market drops, we help you make wise decisions with your investments so you’re ready for whatever the future holds.
We know that your money is one side of the equation. The other is how you manage major transitions in your life. We help you successfully navigate transitions such as retirement, selling your business, going through a divorce, or losing a loved one.
Schedule an appointment today, and work with a partner who helps you think through your issues instead of just telling you what to do and taking your money. We know you’re the expert on your life and we work with you to achieve outcomes you want.
Specialties: Creating Business Value, Private Business Wealth Management, Business Succession Planning
Josh’s passion in life is helping private business owners create extraordinary value with their businesses and lives. As a Certified Financial Planner® and a Financial Transitionist®, he knows how to help you get the most value from your business both from personal experience (selling his successful 90-employee business) and from helping countless others do the same.
As a former blogger for the New York Times, Josh shared his tips for preparing for the future in his book, Sustainable: A Fable About Creating a Personally and Economically Sustainable Business. He has taught over 200 seminars and hundreds of companies over the past 35 years.
Specialties: Retirement Planning, Wealth Management, Investment Planning
Chris has always had an interest in business and finance. His parents owned their own businesses, and he grew up learning the ins and outs of what makes businesses work. With years of experience in the field of financial planning and advising, he has the technical competence necessary to help those in challenging life situations prepare for what’s next.
Chris prioritizes your personal goals above all else. He does this by listening well and understanding what’s important for you and your family. His favorite thing about his job is helping those who are getting for retirement go through the retirement process and feel confident about their future. Outside of work, Chris is passionate about playing basketball.
Specialties: Life Changes, Wealth Management, Retirement Planning
Sandie’s first job was a Probate Distribution Specialist, where she saw first hand how the planning decisions people made affected their lives at a point when it was too late to make changes. This inspired her to help people focus on these planning decisions now, not later.
For 23 years, she has done just that. In 2006, she was awarded the Buddy H Zais award for “Service and un-selfish devotion” to the financial management industry.
Sandie is passionate about helping women, in particular, overcome life challenges and adjust with grace. She strives to provide her clients with a sense of calm, helping them make decisions for themselves and determine what’s most important to them. When she isn’t working, she enjoys cheering on her two sons at sporting events, reading, scrapbooking, making cards, and golfing.
Jessica has a strong background in communications, client services, and office management. She ensures that things run smoothly, and all information organized well and conveyed well to our clients. Her goal is to help you have a no-drama relationship with the Stage 2 Planning Partners firm.
Jessica is passionate about cultivating and maintaining strong relationships with the people around her. She thoroughly enjoys speaking to clients daily. Jessica is also a volunteer with Age Well Senior Services. When she is not volunteering or working, she enjoys spending time with her husband and two dogs.
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. With over 70 years of combined experience helping individuals overcome economic and personal hardships, Stage 2 Planning Partners can help you plan for what’s next and make the best decisions for your personal goals. Schedule an appointment today to get started.
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