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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.
Monthly Office Hours
1st Monday of the Month
Free
5 - 6 pm EST
Monthly office hours are available for personal finance questions and inquiries about becoming a client. Up to four (4) attendees can register at a time. Attendees can attend two (2) office hour sessions a year.
Financial Checkup
Six(6) month plan
$1,680
(or monthly at $280)
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.
House in Order Plan
Twelve (12) month plan
$2,940
(or monthly at $245)
The time is now to stop living paycheck to paycheck, start paying off debt, & increase your savings. We will help you create a financial plan so you are empowered by your finances instead of overwhelmed by your finances.
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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