We are committed to a holistic-approach of helping clients understand their financial hard-wiring, building greater wealth and becoming more confident in their financial decisions.
Experience tells us that a balanced, accessible, and smart financial strategy evolves with you and your money as a whole. shepard FINANCIAL creates a process to intentionally keep you focused on your true motivations and goals. We help you connect to your money as a source of positive energy, as you pursue building wealth.
Your Financial Nature
There are seven natural relationships with money. shepard FINANCIAL looks through the lens of finance and how people relate to money through these seven Financial Natures.
Understanding your Motivation
Do you pursue, protect or manage? We all are motivated in one of these ways. When you become aware of your motivation, it becomes possible to approach challenges and opportunities in a positive, healthy, and productive way.