Securing your future

Uncomplicating the complicated

There are plenty of challenges to becoming a young adult; your financial planning should not be one of them. Shepherd Financial Partners will work with you to create a realistic plan to take control of your finances and help you reach your future goals, and we will see that your goals match your life and values. We will demystify the often intimidating process and help you to feel more secure and confident in your decisions.

Our offerings

  • Budgeting
  • Understanding job benefits
  • Providing advice on retirement and 401k allocations
  • Saving for initial goals (home owning, paying down debt, lifestyle expenses)
  • Planning potential future life events (marriage, children, career changes, education)
  • Investment advice and counseling
  • Sustainable investing options

Partners every step of the way

You are the expert. We will take your lead on prioritizing your current and future needs in planning your finances.

We respect and work hard for all clients, no matter their age or circumstances. Shepherd Financial Partners is committed to being your partner and collaborating with you on your financial journey.

Transparency is our mission. All aspects of our work together will be straightforward, simple, and clear. We will talk you through the features of your plan, answering any questions you might have to continue building your financial literacy.

You work hard for what you have, and you will always be in control. You will take ownership of your spending and assets in your Wealth Management Portal, an online tool to access your assets and plans all in one place, on demand.

Plans change, our commitment to you won’t.

Life is constantly changing. The dreams we have now can be different from those we have in 10 years. We will help you plan so that you are prepared to take on any of life’s paths. And we will be there every step of the way.

 

 

Our process

  1. A one-on-one introductory and exploratory meeting with your personal advisor to begin compiling your Living Plan
  2. Access to a Wealth Management portal so you can always view your assets, spending, and plans
  3. Follow-up meetings to fine-tune your tailored plan for your comfort and approval
  4. Scheduled periodic check-ins to track progress towards achieving your goals
  5. Always available for call-ins to answer any questions you might have

Educated investment management 

Your assets, managed

Have you ever been interested in investing, but never knew where begin and how to do it? We are here to help.

We will align your investment strategy with your Living Plan and life goals.

With our investment education, we will help you understand the basics of investing and how to make informed choices when managing your assets. We will start by creating your portfolio with a dollar cost averaging plan. As we build your portfolio, we will answer any questions you have along the way so you know and fully understand what is included and the decisions that are made.

We can work with you because we are you 

When you work with us, you enter into a community of mentors and partners ready to advise and network with you. We create a collective experience for all clients and offer opportunities to grow and learn from and with one another. We earnestly care for your present endeavors so that you are better primed for success in the future. 

Patrick Dunk

Client Relationship Manager

Sam Shepherd

Portfolio Analyst

Jillian Donovan

Client Operations Specialist

Meet our young professionals 

Reach out to our dedicated team. We are here to answer your questions and get you on the path to living your dreams.