Shepherd Financial Partners | The Shepherd Living Plan
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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The Shepherd Living Plan

The Shepherd Living Plan

Your personal guidebook to pursuing the financial and life goals you set.

The Shepherd Living Plan is your personal guidebook to pursuing the financial and life goals you set. It will contain all of your financial information in an organized, accessible format that is updated daily to reflect changes in market value. Your Shepherd Living Plan begins by our getting to know you and gathering the data we need to understand your goals. Then we will recommend strategies to be implemented to help you on your journey to where you want to go.

Who Are You?0%
Where are you now?0%
Where do you want to be?0%
What do you want for the next generation?0%

Before We Get Started

Creating our financial partnership with you begins before our first meeting. We want to know four critical things:

  1. Who are you?
  2. Where are you now?
  3. Where do you want to be?
  4. What do you want for the next generation?

As you know, writing down your goals is the first step to work toward them. In our first meeting we will use this information to lay the foundation for your financial strategy.

 

Knowing your hopes and aspirations enables us to proceed to the next level of service to you: developing your Shepherd Living plan.