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Second Stage Finance supports clients as they work to strengthen their financial circumstances. We serve as your "dive buddy", providing financial education, a personalized plan, and ongoing support. We help you swim back to the surface so you can breathe and effectively manage your finances.
Our Process
Our Process
Education
In every meeting, we concentrate on a specific financial theme. We simplify the concepts into clear, easy-to-understand language that you can readily implement in your financial plan.
Plan
Using your goals as a guide, we create a plan to move you from your current financial situation to the one you desire.
Tool we use:
Self-reflection sheet for short/long term goals
Income/Expense, Net Worth, and Debt Pay down trackers
Execute
Applying the financial education with your financial plan, we provide action steps for you to check off items on your financial plan to live the life you want…
Monthly check-in on financial number
Review educational themes that connect to goals
Monthly action steps to incorporate lessons to support reaching goals
Select the Coaching Plan that is best for you
Select the Coaching Plan that is best for you
If you have a goal you'd like to start working on right now, the Quick Hit 3-2-1 Plan is perfect for you! Here’s how it works:
Coaching plan is for three (3) months
Meet with a financial coach twice (2) a month, to work on one goal.
Work towards one (1) financial goal
You usually pay bills on time and have some savings, but you feel unorganized when setting your financial goals and need support taking your finances to the next level.
You usually pay bills on time and have some savings, but you feel unorganized when setting your financial goals and need support taking your finances to the next level.
30-Minute Consultation
During the call, we will work to
1) Understand your goals
2) Discuss your interest in financial coaching
3) Learn how you would work with Second Stage Finance
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