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Second Stage Finance offers tiered coaching plans starting at $125/month, designed to help early to mid-year professionals achieve debt freedom and retirement readiness through a values-based 3-step process: Education, Planning, and Execution.
$525 (or $175 monthly)
Focus: Momentum
Ideal for: Professionals with one nagging financial task (e.g., "I just need to fix my credit score" or "I need a down payment plan").
$900 (or monthly at $150)
The Goal: Transitioning from "Scattered" to "Systematized."
You have a steady income and pay your bills on time, but your wealth feels stagnant. This 6-month partnership focuses on building your financial infrastructure. We move beyond basic tracking to help you optimize employer benefits (401k/HSA), automate your savings, and build a high-yield emergency fund that aligns with your lifestyle goals.
$1,500(or monthly at $125)
The Goal: Total Financial Sovereignty & Life Design.
Designed for professionals navigating major life transitions—such as marriage, home buying, or family planning. Over 12 months, we do a deep dive into your 'Financial House.' We tackle complex debt structures (Student Loans, IRS, or Car Loans) while simultaneously building a retirement strategy that ensures your money is working as hard as you do. This is for the person ready to graduate from 'getting by' to building a legacy.
Summary of Coaching Deliverables
Summary of Coaching Deliverables
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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