Shepard FINANCIAL is 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.
Shepard FINANCIAL aims to create a healthier community by helping clients learn how to trade well in the four currencies of time, money, health and relationships.