How can we help?
Contact us to schedule.
Let’s Begin Your Financial Journey
Talk with a trusted advisor — Book your appointment and build your plan for what’s ahead.
Why Clients Choose Us
Personalized Planning
From your goals and timeline to income and protection, every plan is built specifically around you.
Clear, Honest Guidance
No pressure, no confusion — just straightforward advice that helps you make confident decisions.
All-in-One Expertise
From retirement and Medicare to investments and legacy planning, everything works together seamlessly.
Ongoing Support
From first strategy to long-term adjustments, we stay with you as life and markets evolve.
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.
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.
