Stage 2 Planning Partners:

Your Advisors, Partners, & Friends During Times of Difficult Transitions

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 Stand For:

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.

Rights and Respect

We respect who you are and your rights and we ask the same from you.

Creativity

We believe in constantly doing small experiments. What works we keep. What doesn’t we get rid of.

Congruence

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.

Simplification

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.

We Help You Stay in Control of Your Finances and Your Life

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.

Our Promise to You

We truly respect you. We’ll listen deeply to what’s important to you; then, we’ll create a plan to help you get where you want to go.
We don’t do “one-size-fits-all” plans. You are the expert at what you want, so your plan is made just for you and your needs.
Your plan will cover more than just your finances. It covers your hopes and dreams as well.
We help you manage the major and even minor transitions in your life.
We’ll separate your investments, so you can easily understand where your cash will come from in retirement and trust your money is in the right place
Our Investment Process places your money into different buckets for cash, fixed-income, and equities, each with its own statement. That way, you’ll have less of a chance to panic when the market turns against us.
Too often, advisors go into relationships thinking they know what’s best for you. We don’t. We seek to understand before being understood.
We’ll break down your plan in plain English, minus confusing jargon.

Meet Your Transition Partners

Josh Patrick

Founding Principal

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.

Chris Douglass

Senior Advisor

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.

Sandie Maynard

Senior Advisor

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 Hannon

Vermont Client Service Manager

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.

About Us

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.

Quick Links

Contact Us

1233 Shelburne Road Suite E6

South Burlington VT 05403

802.846.1264

The Patrick Group, Inc. (DBA Stage 2 Planning Partners) is a registered investment adviser located in South Burlington, Vermont. The Patrick Group, Inc. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The Patrick Group, Inc.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of The Patrick Group Inc.’s website should not be construed by any consumer and/or prospective client as The Patrick Group, Inc.’s solicitation to affect or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by The Patrick Group, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The Patrick Group, Inc., please contact the state securities regulators for those states in which The Patrick Group, Inc. maintains a registration filing. A copy of The Patrick Group, Inc.’s current written disclosure statement discussing The Patrick Group, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from The Patrick Group, Inc. upon written request. The Patrick Group, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to The Patrick Group Inc.’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

The Patrick Group (DBA Stage 2 Planning Partners) is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.