Financial Coaching Plans
Second Stage Finance Financial Coaching
Values Based Financial Coaching
3-2-1 Plan 3-month Plan
Professionals with one nagging financial task (e.g., "I just need to fix my credit score" or "I need a down payment plan").
$175
/Monthly
Financial Check Up 6-month Plan
You have a steady income and pay your bills on time, but your wealth feels stagnant. This 6-month partnership focuses on building your financial infrastructure. We move beyond basic tracking to help you optimize employer benefits (401k/HSA), automate your savings, and build a high-yield emergency fund that aligns with your lifestyle goals.
$280
/ Monthly
House In Order 12 Month Plan
For professionals facing major life transitions like marriage, home buying, or family planning, we offer a 12-month program to assess your 'Financial House.' We address complex debts (like Student Loans and Car Loans) while developing a retirement strategy to maximize your money's potential. This is for those ready to move from 'getting by' to building a legacy.
$240
M/onthly
3-2-1 Plan 3-month Plan
Professionals with one nagging financial task (e.g., "I just need to fix my credit score" or "I need a down payment plan").
$175
/Monthly
Financial Check Up 6-month Plan
Professionals with one nagging financial task (e.g., "I just need to fix my credit score" or "I need a down payment plan").
$280
/ Monthly
House In Order 12 Month Plan
You are facing major life transitions like marriage, home buying, or family planning, we offer a 12-month program to assess your 'Financial House.'
$240
/Monthly
3-2-1 Plan 3-month Plan
Professionals with one nagging financial task (e.g., "I just need to fix my credit score" or "I need a down payment plan").
$175
/Monthly
3-2-1 Plan 3-month Plan
Professionals with one nagging financial task (e.g., "I just need to fix my credit score" or "I need a down payment plan").
$280
/ Monthly
House In Order 12 Month Plan
For professionals facing major life transitions like marriage, home buying, or family planning, we offer a 12-month program to assess your 'Financial House.' We address complex debts (like Student Loans and Car Loans) while developing a retirement strategy to maximize your money's potential. This is for those ready to move from 'getting by' to building a legacy.
$240
M/onthly
Second Stage Finance offers tiered coaching plans starting at $175/month, designed to help early to mid-year professionals achieve debt freedom and retirement readiness through a values-based 3-step process: Education, Planning, and Execution.