Your Life, Your Values, Your Plan.

Rochelle Coleman, AFC®, is all in and ready to team up so you can breathe easy. Rather than just cutting costs, the goal is to match money to values, providing the full control and peace of mind needed to lead the life you envision.

Book Your Financial Audit

Your salary is not your wealth, its a resource to build your wealth.

Features

A Plan as Unique as Your Values

The Foundation

Identify the personal values most important to you to ensure your finances funds the life you actually want to live.

The Foundation

Identify the personal values most important to you to ensure your finances funds the life you actually want to live.

Knowledge is Power

Gain the skills to manage your own money and build the independence to make informed decisions for every move.

Expert Game Plan

Get elite resources and coaching from Rochelle Coleman, AFC®, providing the technical expertise needed to help you succeed.

Command Your Money

Shift from reacting to your finances to taking charge of them by matching your daily spending to your values.

Always on Your Team

Stay ahead with a team approach that provides continuous guidance at every stage of your financial journey.

Success on Autopilot

Move beyond just a budget to an automated saving and investing plan based on the specific goals you envision.

How it works

A collaborative path to financial peace.

Book Your Financial Audit

The Financial Audit

We start with a 30-minute deep dive into your current situation to understand your goals. Together, we'll discuss how coaching fits your needs and walk through the process to ensure we’re the right for your journey.

The Wealth Series

This is the education path—a 5-session foundation to help you take control. We review the basics and implement your plan, using your personal values to transform financial confusion into a life you actually want to live.

One on One Coaching

The coaching path is a 3, 6, or 12-month partnership built on total support. We work together to align every dollar with your values so you can have full control and peace of mind.

Pricing

Give Your Finances Direction. Align your money with your values.

Education

Popular

Values-Led Wealth Series (Course)

$250

Enroll in the Series

Master the fundamentals through our 5-part series. We’ll turn financial confusion into a clear plan, giving you the tools to take charge of your money so you can focus on what truly matters most.

Session 1: Build Your Banking Foundation

Session 2: Give Your Money Direction

Session 3: Your Debt Exit Strategy

Session 4: Build Wealth with Confidence

Session 5: Design Your Future on Your Terms

One on One Coaching

Financial Alignment Blueprint™ (Coaching)

Starts at $900

Get Started

A montly partnership to rebuild your finances around your values and goals

Spending/Value Matching

Custom Debt Payoff Plan

Retirement Strategy

Frequently Asked Questions

Getting on the same page before we get started.

What is an AFC®?

An Accredited Financial Counselor (AFC®) focuses on the "how" and "why" of your finances. While many advisors primarily concentrate on managing investments, I specialize in financial behavior, cash flow strategies, and debt management. My goal is to help you establish a strong financial foundation, enabling you to build wealth that aligns with your values.

I earn a good salary but feel like I'm living paycheck to paycheck. Can you help?

This is exactly why I founded Second Stage Finance. Many high-achieving professionals earn well but haven't optimized their systems. I help you move from "survival mode" to strategic growth by finding the gaps in your spending and turning them into wealth-building opportunities.

Will you try to sell me insurance or specific investment products?

As an AFC®, I provide fee-for-service coaching. I do not sell products, earn commissions, or manage your assets for a percentage. This allows me to remain completely objective and transparent. My only priority is your financial literacy and the success of your personal plan.

What is an AFC®?

Breaking the paycheck cycle

Are you selling products?

My life is busy. How much time does financial coaching take?

I understand. Our initial Financial Audit is a focused 30-minute call. If we move forward, we will meet once a week for an hour for intentional sessions designed to fit into a busy schedule.

Is Second Stage Finance only for professionals in the Washington, D.C. area?

While we are based in D.C., we operate as a virtual firm and work with mission-driven professionals across the country.

How do I get started with Second Stage Finance?

The best first step is our Free Financial Readiness Quiz. It’s a 2-minute checklist available on our website. Once you see your score, you can book a 30-minute discovery call to discuss the results and see if our coaching is the right fit for your goals.

The time commitment

I understand. Our initial Financial Audit is a focused 30-minute call. If we move forward, we will meet once a week for an hour for intentional sessions designed to fit into a busy schedule.

Do I need to live in the DC area for help?

While we are based in D.C., we operate as a virtual firm and work with mission-driven professionals across the country.

How do I get started?

Our Founder and Financial Coach

The expertise behind your financial peace.

I am Rochelle Coleman, AFC®, the founder of Second Stage Finance. I specialize in helping professionals take control of their money and align their daily spending with what truly matters most. If you’re showing up, I know you care, so let’s partner up to build the life you envision with total peace of mind.

The Financial Check In

Take our free 2-minute Readiness Quiz to determine if you have the right tools for your finances.