Financial Coaching Services

Monthly Office Hours

Free monthly office hours available for personal finance questions and inquiries about becoming a client.

Financial Literacy Workshop

Purchase our 4-week workshop designed to enhance your financial literacy and help you achieve your financial goals. You can attend alone or invite friends and family to join—up to four participants can attend together.

Learn More

Financial Coaching

Purchase coaching packages for personalized sessions with a financial coach to address your financial needs and enhance your financial situation.

Schedule a Call

Steps to Work with Second Stage Financial Coaching

We empower clients to manage their finances effectively. By helping them understand online tools, work benefits, and community resources, we create personalized financial plans with foundational lessons. Our goal is to ensure you feel confident using your finances to achieve the life you envision.

Four-Step Plan for Financial Coaching with Second-Stage Finance

Topics We May Explore

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Goal Planning
Career Planning
Life Events

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Budgeting
Risk Assessment
Account Review

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Employer Benefits
Retirement Accounts

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Student Loans
Credit Card Debt

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