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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.


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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.

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Discover the 2 Sides of Money


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. 
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Meet Your Transition Partners

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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®, 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. 


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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.


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