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:
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.
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.
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:
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.
