Losing a Spouse or Getting a Divorce Shouldn't Turn Your World Upside Down

With Stage 2 Planning Partners, you don’t have to do it alone. We walk by your side as you go through all the stages of transition and help you stay comfortable with your financial and emotional decisions along the way.

We don't want you to be stressed about money or feeling lost and not knowing what to do.

You want someone to help you understand your finances and what happens when a divorce or loss of a loved one turns your world upside down.

We know that's just the beginning. The real work comes when it's time to start thinking about what your new life will look like after your loss. We have specialized training that will help you look out at the horizon, manage the messy times right after your loss and help you settle in to your new normal.

This is what we call managing the two sides of money. Talk with us and we'll help you learn what your next step should be.

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The Success Path To Managing The Loss of a Spouse or a Divorce

It's a process you'll go through and we're here to help.

Start by knowing what you must do and what can be put off.

Know which of the four stages of transition you're in.

Have a partner who understands how transitions work to help guide you through the process.

Know where you are financially, and how you can make sure you have enough for your needs.

Understand how the Stage 2 Investment Process works to keep you invested and feel safe at the same time.

Move from feeling lost and alone to having a clear path of what's next.

Make Adjusting To Your New Normal Simple and Understandable

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We Want You To Navigate This Part of Your Life Not Being Stuck and Knowing What to Do Next.

When life changes money changes. The stress of knot knowing if you have enough when going through a divorce or losing a loved one rules your life, other decisions are not made.

Simplification is the name of the game. Having a clear path from feeling like you're lost to knowing what to do next is where we help the most.

Life might feel like its upside down. You likely don't know why you feel out of sorts. You're even feeling that life is unfair and you just want to feel normal again.

This is all a process of transitioning from where you are to what's next in your life. We will stand beside you every step of the way.

Learn about the two sides of money and why both are equally important.

3 Steps to start your work

1. Make an appointment to talk to us

This is always the starting point where we find out if we're right for each other.

2. Put a plan together

Figure out what you need to do first and let everything else wait.

3. Activate your plan

Keep life simple and move at your own pace for managing and getting through this transition.

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.

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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.

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