Education is the first priority. We're here to help you understand your options and feel comfortable with your finances. Then it's a "One-Size-Fits-One" approach to your situation, instead of "One-Size-Fits-All".
We encourage and are excited when people read books, watch videos, take courses, and even learn what your friends and co-workers are doing with their savings. We are glad you have a desire to seek information and knowledge. Most people struggle to understand financial terminology, concepts, how money grows and how to protect it.
You might be wondering "how much does a personal financial advisor cost" and other similar questions. These are great questions that we address during our process. We have a two complimentary meeting process that allows us to get to know each other before any commitments or obligations. It's a part of our commitment to relationships, not transactions.
There is no financial education specific to your exact situation and goals. There are books and YouTube videos, but those are a “One-Size-Fits-All” approach - and even when you do learn, you have to know how to apply what you have learned.
At Shepherd Financial Advisors, we are in the “One-Size-Fits-One” business. We tailor our advice to you, not a category of investor.
There is value in reading books, watching videos, attending seminars, asking friends, and all the information available on the internet. The value is learning the questions to ask us, learn both the “Pros” and the “Cons” as they apply to your situation.
We believe your finances and goals are important enough to at least make them a hobby.
