About Us
We're a team of dedicated professionals passionate about helping you navigate life's most important transitions with confidence and transparency.
Our Story
I’m Shantel—mom, wife, Financial Professional, and owner of Next Phase Consulting in Jefferson, GA. I’m passionate about helping clients turn their goals into reality.
At Next Phase, we guide you through every stage of your retirement journey, ensuring you have the resources to retire on your terms.
The financial world can be confusing, but I lead with empathy. My passion for simplifying finances comes from personal experience when my husband, a Purple Heart veteran, faced challenges navigating VA benefits, Social Security, and Medicare. I don’t want anyone to face these struggles alone.
Family is everything. My husband Zach and I care for our son, Dominic, who sustained a spinal cord injury. It’s never too early to plan for the unexpected. My team and I are here to support you and your family through your Next Phase of Life.
Shantel Haines- Author Financial Trendsetters 2
Financial Trendsetters 2 is more than a book—it’s a movement. Led by best-selling author and advisor Leslie Lipscomb, this second installment brings together 13 influential female financial professionals who are redefining success in a traditionally male-dominated industry.
Featuring advisors, educators, wealth strategists, and entrepreneurs, the book shares powerful stories of leadership, innovation, and impact. Each contributor offers insight into building meaningful client relationships, sustainable businesses, and lasting legacies—while shaping a more inclusive, values-driven future for the financial industry.
Together, these voices—including Shantel Haines—are reshaping what modern legacy and leadership look like in finance.
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.
Clear Guidance
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.