At Shepherd’s Financial LLC, my process of developing your financial and retirement plan* is comprehensive, customized, and collaborative and occurs in four stages. It is comprehensive in that I offer insurance, investment**, educational (529 plans**), and retirement planning advice. It is customized in that you are a singular person created in God’s image with unique needs and goals and my planning takes these into account. It is collaborative in that the development of your financial and retirement plan occurs in conversation and cooperation with you to ensure that I am meeting your needs and goals.
Finally, the four stages of my process are:
(1) Understanding your personal and financial circumstances as well as your financial and retirement goals;
(2) Developing a course of action to achieve those goals;
(3) Implementing that course of action; and then
(4) Monitoring and updating the course of action through regular meetings and conversations.
*Financial planning is offered through Eagle Strategies LLC A Registered Investment Advisor.
**Securities offered through NYLIFE Securities LLC member FINRA/SIPC a Licensed Insurance Agency.