Our Process

Our partnership with you begins by gaining a thorough understanding of your current financial situation, your values, pain points, and your vision for future financial success. During these initial meetings, we discuss our approach and long-standing commitment to building collaborative, trusted partnerships with clients.

Once we have an understanding of your situation, we will collaborate with you on next steps as we craft and deliver your comprehensive, personalized Shepherd Living Plan.

1. Foundation & Analysis: Setting the foundation for your plan, we work with you to define your goals, risk tolerance, and time horizon. Our team will analyze the data provided and create your customized Shepherd Living Plan to align with these key areas, ensuring our analysis is thorough and insightful.
2. Shepherd Living Plan and Portfolio Design Presentation: We will present and explain the recommended strategies for your Shepherd Living Plan and portfolio design. Your advisor will clarify any outstanding questions and provide a detailed overview of how the plan aligns with your goals and vision.
3. Execution: Once we are aligned on your plan and strategies, we will work with you to implement our recommendations and begin the journey towards your financial vision.

We understand that life is not linear, so our process is dynamic and adapts to your changing life. We continue to build our relationship with you and offer advice, monitor progress, and adjust your plan as needed. Ongoing reviews and regular communication help us confirm that your plan continues to reflect your goals and is on track to optimize your financial plan and legacy.

Shepherd Financial Partners has firsthand experience understanding the significance of multigenerational planning. Our team specializes in generational wealth planning centered on your family’s values and priorities to help protect and preserve your financial legacy for years to come.