The plan starts with you. You may know what you want but need help constructing a clear path to get there. Together, we’ll sit down and assess current assets, income, and obligations, and discuss your ambitions and goals.
When we talk through various scenarios, you’ll begin to feel more in control as you get a clear vision of possibilities. You’ll feel more confident and excited about your future – and that of your family’s. You’ll understand just what it takes and how close you are to realizing your long term dreams. Together, we construct your Living Plan.
Life keeps evolving after our first planning meeting, so should your Living Plan. Our financial planning team knows that there is no “set it and forget it” proposition in financial management. That’s why we’ll be by your side every step of the way, working on your behalf to pivot when needed, managing risks as you seek reward, and adapting your plan as your life evolves. Our commitment is to be a financial partner for life.
We know you’ve worked hard to accumulate what you have, and that intelligently transitioning to the next generation is essential. We have developed a specialty in guiding our clients through the challenging process of turning your life’s work into a lasting legacy. We’ll counsel you on our best strategies for you to fully prepare for your wealth’s transition, and to prepare the next generation to be great recipients of wealth.
This is not a simple proposition, and must be handled with care and intent in order to execute successfully. With Shepherd, you’ll be in the right hands to handle all facets of this transition.
Divorce is never a planned part of life and can be overwhelming both emotionally and financially. You don’t have to do it alone – we’re here to support you. From providing clarity on your obligations to unearthing options you may have missed, we’ll walk you through our best options for you and your family to arrive at an equitable separation.
Adding a financial counselor to your divorce team can save you headaches and money. The Shepherd team will serve as your financial advocate, providing guidance and assisting with the evaluation of settlement terms. We take care to understand your individual situation and our knowledgeable team has experience guiding clients through even the most complex of divorce situations.
Shepherd Financial Partners can also help set you up for post-divorce financial success, even if it feels far away today. This crucial step in divorce planning is often overlooked. We provide services for divorced individuals including wealth management, life planning, and divorce decree oversight.
Learn More About Our Process and Divorce Planning Team: