Client Experience
Financial Planning
With the right plan in place, you can concentrate on living your life, not worrying about it.
Our financial planning team works closely with you to understand your current situation and your ambitions. We’ll plot the roadmap for your individual needs and create the Living Plan together that guides you towards your goals.
Get Busy Living
Constructing a Living Plan
The Plan starts with you. Your goals drive the construction of the Plan and the strategies we implement. 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.
Our Comprehensive Data Gathering Process Covers Four Critical Areas:
- Who are you?
- Where are you now?
- Where do you want to be?
- What do you want for the next generation and your legacy?
Specialized Planning Services Tailored to Your Situation.
Leaving a Legacy
High Net Worth Family Services.
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.
Navigating Divorce
You Are Not Alone.
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.
Our Divorce Expertise Includes:
- Alimony, child support, living arrangement affordability, and the division of assets.
- Complex income situations and asset holdings.
- Changes in tax status and additional tax consequences of divorce.
- Behavioral aspects of divorce and the impact on your family.
Learn More About Our Process and Divorce Planning Team:
Your Financial Partner for Life
Our extensive private wealth management services for individuals and families include:
- Family Mission Statements and Legacy Planning
- Preparing the Next Generation
- Investment Management
- Custom Debt Analysis
- Real Estate Consulting Services
- Liquidity and Line of Credit Analysis
- Estate Planning
- Philanthropy Advising