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We Provide Support During the Times When You Need it Most

From retirement to divorce and everything in between, Stage 2 Planning Partners is dedicated to guiding you through the emotional and financial aspects of life changes so you can feel confident about your future.

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An Exit Strategy Designed for Your Wellbeing

You have invested so much time, money, and heart into creating a one-of-a-kind business. The thought of leaving or handing the reins to someone else can be daunting.

At Stage 2 Planning, we understand how difficult it can be to leave the business you created. That’s why we focus as much on helping you transition to life outside of the business as well on maximizing the value of your business.

We strive to get you and your business “sale ready,” so when the time comes, you have everything you need to sell your business to who you want, when you want, if you want. Some of these people might be:

  • An outsider who is not involved in your business today.
  • A manager or group of managers
  • Your children or other family members.
  • If no sale, then how about a wind down strategy where you slowly leave your business.

Whether you’re planning to transition out of the business soon or you’re not quite ready, we’re here to help you every step of the way. Schedule an appointment today, and let’s work together to help you prepare financially and emotionally for what’s next.


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What’s Included in Our Business Succession Process:

  • Steps to help you obtain financial and mental readiness for what’s next in your life
  • Guidance to help you transition into being operationally irrelevant
  • Resources to help you create an incentive compensation program
  • Strategies that allow your business to be sale ready
  • Knowing where to start and what to work on first

Learn more about our planning process for business owners

The Support You Need to Adjust to Painful Life Changes

Divorce and the loss of a spouse are emotional transitions that can leave you in a state of shock. The grief that accompanies them doesn’t just make it difficult to think clearly; they can prevent you from making the best decisions for your future.

You shouldn’t have to this alone. Our team personally understands the trauma of these difficult life changes, and we’ll walk by your side to help you through it. We will help you assess the potential difficulties you face, talk through your goals, and create a plan to help you return to a sense of normalcy.

While life may never be the same as it was before, it will get better. With our team by your side, you can rest assured knowing you have the emotional support you need to adjust to this heartache and make the best decision for your future.

Schedule an appointment now and let’s work through issues that you might be presently facing or could deal with in the future.


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During Difficult Life Changes, Our Team Will Help You:

  • Sleep deeply knowing you have a plan for financial stability and emotional support
  • Think more clearly about the decisions you have to make
  • Establish priorities for what you want to tackle first
  • Build a clear picture of what you want the future to look like
  • Stabilize your life so you're ready to move on to the next stage when life seems normal again

Learn more about divorce and loss of a loved one

Retirement Planning That Helps You Prepare (and Look Forward to) Life After Work

Retirement can seem exciting when it’s 10 years in the future, but when you’re getting close to your retirement day, it brings a lot of anxiety. What if you get bored? What if you don’t have the money to do all the things you want to do? What if you lose all the work relationships you worked so hard to build?

Retirement planning with Stage 2 Planning Partners isn’t just about helping you gain financial stability. It’s about helping you get comfortable with the thought of retiring and feel excited about this new chapter in your life.

With the support of our team, you’ll answer questions like:

  • What age do I need to retire?
  • How much money do I need to maintain my lifestyle?
  • What do I need to do to be happy during retirement?
  • How can I keep my friendships active when I don’t have co-workers or employees?

Retirement doesn’t have to be scary or overwhelming. Schedule an appointment today, and let our team help you get ready for the next phase of your life.


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Our Retirement Plans Help You:

  • Figure out your next steps so you’re prepared to retire when the time comes
  • Make the right financial decisions so you can live the retirement life you’ve always dreamed of
  • Feel better about retirement and start planning your next adventure
  • Learn the basics of investment planning and how to use it to grow your confidence

Learn more about our retirement planning process

We’re Here for You

Stop losing sleep worrying about whether you’ll be “OK.” Schedule an appointment with our team today and feel confident about what the future holds. 

Whether you’re going through a divorce, planning for retirement, or considering stepping back from your business, we’ll help you adjust to life transitions so you can have peace of mind knowing you have a plan to achieve your financial and personal goals.

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