Second Stage Finance

Personal Finance Coaching in the Washington, D.C. Area

Breathe~Plan~Execute~Prosper

Schedule a Call

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

Who We Serve

Young Professionals

Establishing a strong financial foundation that empowers you to explore career growth opportunities and creates financial security.

Mid Career Professionals

It's not too late to start money management for day-to-day life, saving for retirement, and maximizing impact on loved ones.

What We Offer

-Financial education -A personalized plan -Monthly support

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Goal Planning
Career Planning
Life Events

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Spending Plan
Risk Assessment
Account Review

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Employer Benefits
Retirement Accounts

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Student Loans
Credit Card Debt

We partner with you on your financial journey.

Personal finance is about more than just numbers. You need a solid plan and the right resources to handle life's unpredictability and build good habits for financial success.

How we help

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Experiences with Second Stage Finance

Google review of Second Stage Finance by Akiko Hamada★★★★★ "I highly recommend the services that Second Stage Finance offers. I have a deep sense of fear with my finances and without judgement, Rochelle, has the ability to make financial literacy approachable."

Google review of Second Stage Finance by Christina★★★★★ "Non-judgemental and efficient help that got my money in order! Rochelle helped me become aware of how I could better save my finances for my own goals and taught me about opportunities that I could take advantage of (e.g.types of accounts, retirement investment strategies, etc.) to make my money work for me. After having used Second Stage Finance's services I feel more in control of my money and have a firm grasp and plan of how to obtain my life goals that require money. There were all these finance concepts and buzz words that I had always heard but never really understood, Rochelle helped break it down with docs written in plain English and patient explanation that didnt require I have an accounting degree. Simple facts and help in layman's terms to help me to MY goals and not anything she expected of me. Highly recommend this service, whether you're in debt and scared to look at your accounts or have money that you know you could be using more to your advantage or just need help getting to a goal. They can help you!!"

Questions?

info@secondstagefinance.com

Questions?

info@secondstagefinance.com

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