About

Dreaming, after all, is a form of planning. ~Gloria Steinem

In our business, we tell people to dream. ~Tom Shepard

 

Located on the gorgeous Southern Maine coast, we serve clients throughout the United States. We have over twenty years of experience in financial planning, coaching & advising and have built our company upon understanding that 1. money is a tool best used to help you live the life you want, and 2. your health & wealth are intricately linked. Ours is an active management approach, making the most of your financial opportunities so that you may be confident in a strong, supportive financial plan customized to you.

We are guided by our core beliefs. 

  • You were born with a natural way of relating to money, your financial nature.
  • Knowing your nature is necessary to create an appropriate financial strategy.
  • There is no such thing as a one-size-fits-all financial approach; our financial planning does not force you to conform to the financial system but instead uses services, products and tools around you and your best interests.
  • A life that is good enough isn’t always enough.
  • Everyone is able to experience a better financial life no matter their nature or current financial state.
  • By making an intentional financial practice part of your life you will experience less stress and better overall health.
  • Evolving with others, as a couple, family, a business, or any group, requires a common financial language which will reduce financial stress and conflict.
  • Evolving with your money is an empowering, joyful, rewarding journey. 

See more in this Maine Magazine interview with our founder Tom. 

Hear Tom being interviewed on Love Maine Radio.

Our Vision                Our Value                 Our Team               Inspiration