About Us
We're a team of dedicated professionals passionate about helping you navigate life's most important transitions with confidence and clarity.
Our Story
Next Phase Consulting was born from a simple observation: too many people face major life transitions—retirement, estate planning, healthcare decisions—feeling overwhelmed and alone.
Founded in 2010, we set out to change that. Our team combines deep expertise with genuine care, providing personalized guidance that makes complex decisions feel manageable.
Today, we've helped hundreds of families across the country secure their financial futures and navigate their next chapter with confidence.
Our Values
These principles guide everything we do and every conversation we have.
Compassion
We understand these decisions are personal and approach every conversation with empathy.
Clarity
No jargon, no confusion. We explain everything in terms you can understand.
Excellence
We stay current with regulations and best practices to provide you with the best guidance
Partnership
We're with you every step of the way, not just for a single consultation.
Meet the Experts Behind Next Phase Consulting
Get to know our trusted team of professionals who are here to guide, support, and empower you in your financial journey.
Experienced professionals
Passionate about financial empowerment
Committed to your financial success
Shantel Haines
Financial Professional & Owner
Michelle Albea
Client Relations
Contact us today to get a free consultation!
Send us a message to get answers to any of your questions & we’ll get back to you within 24-48 hours or as soon as possible.
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