This collection of ebooks, infographics, videos, and articles helps you understand the emotional aspect of transitions, make informed decisions, and take steps toward achieving your personal and financial goals.
If you would like in-depth, personal guidance for your specific situation, schedule a meeting now. Our team is here to help!
While money may seem objective, dealing with it often brings out difficult emotions. This is because there are two sides of money—technical and personal—and the personal side is too often overlooked.
Download this infographic to discover how the technical and personal aspects of money work together to influence the decisions you make.
When you aren’t financially secure, unexpected expenses can keep you up at night. This ebook helps business owners plan for retirement while developing a strong financial plan to support them well after they leave the business.
Read NowLeaving your business is hard work. Not only is it a significant time investment, but it can also take a lot out of you emotionally. This guide will help you plan for your transition out of the business while maximizing your business’s value.
Read NowWhen you’re in a transition period, thinking clearly is extremely difficult. Developed by the Sudden Money Institute, this in-depth workbook helps you get a handle on the many moving parts in your transition and prepare for an initial meeting with a financial planner.
Read NowDo you really enjoy what you do? The Objective Review is a discovery process that helps you learn what you want to do in your life and why it’s important. This system will help you get the most out of your life and create a plan to enjoy every minute of it.
Read NowWhether you run a B2B firm or a B2C company, you know the long-term success of your business is critical. In this guide, you’ll learn the key to creating a business that lasts so your team can overcome anything the future throws their way.
Read NowIf you see yourself as an integral part to the success of your business, it’s no wonder you’re hesitant to step back. This guide provides an alternative way to see your role as a business owner so you can enjoy what you do and set the business up for success.
Read NowIf you see yourself as an integral part to the success of your business, it’s no wonder you’re hesitant to step back. This guide provides an alternative way to see your role as a business owner so you can enjoy what you do and set the business up for success.
Read NowNo one likes performance reviews, and for good reason. In our experience, they just don’t work. So how can you help your employees reach their full potential? Performance coaching is a much more effective strategy in the long run. Here’s how it works.
Read NowChoosing the right hire for your company culture is far from simple. Many business owners have been burned by employees in the past, which makes hiring even more stressful. In this case study, we’ll discover simple ways to evaluate an applicant and hire with confidence.
Read Now“Budgeting” and “vision” might seem like two very different things. However, if you don’t know where you want your business to go, how can you possibly budget for the future? This guide lays out a simple budget strategy you can follow to prepare for what’s next.
Read NowI recently asked a client of mine to start the process of asking his family who should own the family business. This is a question that you need to ask if you have more than one child and one of them doesn’t work in the business.
Would you want to support a sibling who’s not in the business?
This infographic provides simple steps you can take to protect your business, your finances, and your future during the COVID-19 pandemic.
Read NowMaking crucial decisions can be a challenge. By following these 5 steps, you can make sure
you're doing the right things and feel confident in your choices.
Read NowAchieving financial freedom is easier than you think. If you have these five things in place, you and your business will have a bright future.
Read NowHiring the right financial advisor for your business is a daunting task. Here are 5 things to check for before you hire a partner.
Read NowJohn Aardvark feels stuck. He dreams of retirement, but he faces so many problems that it seems like an impossible dream. He doesn't know where to turn.
Then he finds answers and the five keys to creating a personally and economically sustainable business. What happens next changes the trajectory of his business and his future.
In this book, you’ll learn how to make your business more valuable than you ever thought possible.
Transitions can be overwhelming and emotionally draining. With Stage 2 Planning Partners on your side, you can think more clearly about the decisions you face and get a handle on your future.
Schedule an appointment today and let our team provide you with support, peace of mind, and a plan to work toward your financial and personal goals.
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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