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Our Process

1. Get to Know You

1. Get to Know You


The first step in our process is to get to know you, what you want to achieve, and how you are already working to achieve these objectives.

Finances is just one component of your dreams and lifestyle, at this meeting we hope to get a better understanding of all aspects of what you are trying to accomplish in life.


2. Educate

2. Educate


The second step in our process is a comprehensive financial analysis. This is primarily educational, we explain what financial vehicles you currently have, how they work, and how on track you are for your goals.

Once we have a good foundation of where you are currently, we can begin to research ways to improve your situation. 

We answer questions you may have never considered before, such as...


"What's the maximum drawdown of my current portfolio?"   or    "What do the fees I'm paying do for me currently?  or maybe  "How would these investments impact my retirement probability if we had another 2008 sustained recession?" 

3. Evaluate Options

3. Evaluate Options

We take the time to compare where you are currently with where you could be. Lots of research is done into multiple options on improvement. You may or may not have glaring holes in your current financial picture, but you likely have some ideas that need to be considered.

Most of the time people aren't prepared for potential pitfalls such as a long term care need, life in retirement without a salary/paycheck, or market volatility. We can show you options to adjust your strategy to account for all of these, and then if you decide that it's best to move forward, we work together to implement the adjustments.

4. Implement

4. Implement

At the implementation stage, we work together to put into place the agreed upon adjustments. A great team and the latest technology makes implementation possible.

Ways to Work With Shepherd Financial Advisors

Flat Fee Financial Planning

Flat Fee Financial Planning

We have fee only planning services available for when you need a comprehensive strategy put together but you feel comfortable being the primary manager of your own investments. We will take a consultant role with your investments and help to ensure the rest of your financial life is well planned for. 

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Investment Management

Investment Management

Most people either don't have an advisor and are 'hoping for the best', or work with someone and have no clue how their investments are being managed and watched. We take pride in our level or care and service for our investment management clients, and look forward to helping you. 

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Cutting edge technology that allows us to serve you better.

Our Process

Are your current investments appropriate for your risk level? Let's find out... 

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Our History

Professional financial planning for what lies ahead. 

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Our Values

Let's look at your current investments in a great tool for analyzing past performance and risk reward relationship.

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Our Resources

Portfolio management that takes your whole plan into account. 

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