In our first meeting with you we will take the time to get to know you and what you want out of life. Prior to providing any financial planning service, we will define the scope of our engagement and identify the services to be provided.
We will establish realistic expectations and you will know ahead of time what to expect from the financial planning process. You and your goals will remain the centerpiece of our recommendations throughout our relationship.
Prior to making any recommendations, we will work together to identify your personal and financial wishes, needs, and goals. We will explore your values, attitudes, expectations, and time horizons so that we have a clear purpose and direction for your Shepherd Living Plan.
A thorough analysis will help us determine what you need to work toward your goals. We will review income, expenses, cash flow, education and retirement needs, your investments and other assets, to determine the strengths and weaknesses of your financial situation.
We'll formulate recommendations designed to address and work toward your specific goals. Your action plan will outline steps and provide options to help you on your journey to where you want to be.
We will work closely with you to implement the steps and strategies we recommend to ensure their viability. Access to your personal home page and online storage Vault will assist you in staying organized and optimizing your assets to pursue your goals.
The personal home page allows you a comprehensive view of your finances and helps to spot gaps and prepare for the future.
Our team of financial professionals continually monitor your portfolio as well as all of the pieces of your financial life to ensure that you remain on track in pursuit of your goals. You will gain a better understanding of how each financial decision you make impacts this overall plan for the future.