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Second Stage Finance

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OVERVIEW
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 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. We take you to the surface and equip you to live the life you envision.
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Financial Coaching Office Hours
  • Financial Coaching Office Hours
    USD 0.00
    Financial Coaching Office Hours

    Second Stage Finance hosts monthly coaching office hours on the first Monday of each month at 5:00 PM ET. Up to four (4) attendees can register at a time. Attendees can attend two (2) office hour sessions a year.

Financial Coaching Services
  • Financial Checkup
    USD 1,680.00
    Financial Checkup

    This is a six (6) month plan, where we meet with clients once a month for six (6) months. People interested in this plan usually pay bills on time and have some savings, but you feel unorganized when setting your financial goals, and need support

  • House in Order Plan
    USD 2,940.00
    House in Order Plan

    This is a twelve (12) month plan, where we meet with clients once a month for twelve (12) months. People interested in this plan typically live paycheck to paycheck, need to pay off debt, & have little to no savings. We support creating a plan.

  • Financial Literacy Workshop
    USD 50.00
    Financial Literacy Workshop

    Join our 4-week workshop designed to enhance your financial literacy, helping you achieve your financial goals. Sessions will cover topics such as understanding your bank, money management and goal setting, debt management, & saving for retirement.