Our process draws out relevant Biblical principles and how to apply them practically to your situation.
Every situation is unique, but the questions you are facing are often very common and financial planning is a process to help find answers.
How much do I need for retirement?
How much should I be saving?
Should I pay off my mortgage?
If you have big questions like these regarding your finances, then financial planning is a great place to start.
Identifying your specific goals
Detecting the obstacles in your way
Determining the most efficient and effective pathway to success
SHEPHERD offers free access to our financial tracking portal that allows you to track your progress in real time.
In fact, you don’t even need to be a client to take advantage of this opportunity.
Simply click below to create an account, follow the guided process to enter as much of your information as you want, and you can start tracking your progress today!
GET STARTED FOR FREEShepherd provides investment management services and designs portfolios that consider your unique goals, risk tolerance, and Values.
We’d be glad to provide you with a second opinion on your current investments, with no obligation.
Investing should always start with specific goals in mind.
Building wealth should never be an end in itself but rather a means to help accomplish your objectives as a steward.
We believe that there are many risks, from stock price volatility and market crashes to inflation and outliving your money.
Shepherd works with its clients to identify the most critical risks and invest in their portfolios to help increase the probability of success.
Our investments should also align with our convictions and values.
When you buy a stock or mutual fund, you become an owner of the underlying companies.
In addition to a focus on rates of return, Shepherd offers Biblically Responsible Investing to help consider the sources of our returns.
Biblically Responsible Investing describes an approach to investing assets in a way that is in alignment with Biblical beliefs.
As owners of our portfolio’s underlying companies, it is vital that Christians consider not only their rates of return, but also the sources of those returns.
Shepherd aims to:
Promote companies who are doing good to the world and blessing their customers and communities.
Protect values from being compromised by companies that seek to profit from immoral or exploitative practices.
Provide practical solutions to help investors align their portfolios with their beliefs and convictions.
