Breathe~Plan~Execute~Prosper

Second Stage Finance

 

Welcome to Second Stage Finance

Financial coaching, education, and support can help you take control of your finances.

We collaborate with you to define the life you envision and provide you with financial literacy and tools that will empower you to manage your finances, plan for retirement, and safeguard you and your family’s future.  

alt="A young Black female smiling professional holding a tablet"

Young Professionals

Are you in your 20s and just starting your career?

 We help you establish a strong financial foundation that empowers you to explore career growth opportunities and creates financial security, allowing you to pivot.


alt="A 30 year old asian man with glasses, talking on a phone in an office building"

Mid Career Professionals

Are you in your 30s- 50s at the midpoint of your career? 

We help you adjust money habits that have not worked for you and will also help with retirement planning. There’s never a better time to start planning to ensure you can maintain your lifestyle after retirement. We are here to help you create a plan and take action to achieve your goals! 

 

 30-Minute Introductory Virtual Call

1) Complete Client Admission Form 

2) Share where financial support is needed in your life

3) Learn how you would work with Second Stage Finance

Questions?

Email: secondstagefinance@duck.com