Shepherd Financial is a fee-based financial planning and wealth management firm based in Woodstock, Ga. Our firm was created to guide those who may feel misunderstood, overwhelmed, or unfulfilled to a life of clarity significance by helping them think about money differently. We help you organize your financial picture and direct your money in a way that aligns with your values and priorities.
We believe that people want or need three things in life: to be heard, to be understood, and to feel safe. It’s impossible to start or continue on a journey if the person guiding you doesn’t understand you.