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:
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.
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.
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 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.