Second Stage Finance works with you like a dive buddy. While scuba diving, a diver has two regulators: their first stage, or "main" regulator, and a second stage, or a "backup". The second stage is used if the diver has issues with the main regulator. If your dive buddy has problems with their regulator, you share your second stage to help them breathe so they can return to the surface.
We are your backup, your Second Stage.
Second Stage Finance supports clients as they work to strengthen their financial circumstances. We function as your "dive buddy", providing financial education, a plan, and support. We help you swim back to the surface so you can breathe and effectively manage your finances. We take you to the surface and equip you to live the life you envision.
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
(billed 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
(billed 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 or trapped by your finances.
We have 4 quick questions to see if you are a good fit with Second Stage Finance.
Not all of these will apply to every client. Do any of the following apply to you?
30-Minute Introductory Phone Call
1) Schedule time to chat
2) Share where financial support is needed in your life
3) Learn how you would work with Second Stage Finance