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