Financial Planning

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. The process includes

‌• Identifying your specific goals
‌• Detecting the obstacles in your way
‌• Determining the most efficient and effective pathway to success

SHEPHERD offers free client websites that allow 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 Free

Wealth Management

Shepherd provides investment management services, designing portfolios that consider your unique goals, risk tolerance, and values.

Goals: 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.

Risk Tolerance: We believe that there are many types of risks, from stock price volatility and market crashes to inflation and outliving your money. Shepherd works with its clients to identify the most important risks and invest their portfolio to help increase the probability of success.

Values: Our investments should also align with our personal convictions and values. When you buy a stock or mutual fund, you actually 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.

We’d be glad to provide you with a second opinion on your current investments, with no obligation.

Complimentary Portfolio Review

Biblically Responsible Investing

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.

Click below to get a free report on what’s inside your current investments.

Free Portfolio Screening

Learn More About How We Can Help You

Let's Chat