Health and Wealth

This is your shepard FINANCIAL: our core values.

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. 

Read more about Your Evolution here.

 

Disclosures Short

Still from No Coincidences

What is your superpower?

Use it for greater health & wealth or go to the darkside…

There are seven human natures and iconic superheroes that match each one. Coincidence? Not at all.

Which is most like you and how are you best motivated to create your higher life? Take our survey to find out, then watch the video for financial insight like you’ve never heard.