Who We Serve
Shepherd Financial was founded to help people think about money differently. Lee started this firm to help people align their money with their hearts and desires. The people we get the opportunity to serve are generous, empathetic, caring, and open to learning. They tend to put others ahead of themselves and understand there is more to life than all of the things you can accumulate in a lifetime.
We serve those who have passions outside of work. Our clients love their families, want to give back, and view money as a tool to be used for a greater purpose. Another key descriptor of the kind of people we are blessed to work with is they desire to live a life of significance, both during their working years and in retirement.
Whether you’re just starting to hear from scouts, just made your big league debut, or are in the final years of your second contract, we are here to guide you and help you make wise decisions with the resources you’ve been blessed with and worked so hard for.
Small Business Owners
Our goal is to gain an understanding of who you are, how you got to where you are, and what or who is most important to you. We then work with you to build a plan that guides you while you’re running your business, as you look to transition, & into the next phase of your life.
Our role is to help you get to a place where you no longer have to continue working your current job and are free to go pursue your passion. We are here to help you begin to pursue this while you’re still working.
Having spent eight years playing baseball professionally, our founder, Lee understands what many athletes are going through; the expectations, the work, the pressure, and the feeling that nobody outside the clubhouse or locker room understands what you’re going through. It’s hard to explain to someone outside of the game what life is really like. It’s also hard to know who genuinely cares about you and who doesn’t. This is what ultimately brought Lee into the financial planning industry to begin with.
We understand that the driving force behind your ability to create wealth is first and foremost the talent you’ve been blessed with. That combined with your hard work and ability to stay healthy has the greatest impact on your financial success.
Whether you’re just starting to hear from scouts, just made your big league debut, or are in the final years of your second contract, we are here to guide you and help you make wise decisions with the resources you’ve worked so hard for. Regardless of where you’re at, we will work with you to align your wealth with your values and desires.
Lastly, we know that whether you play until you’re 40 or your career is cut short by an injury, everyone has to stop playing at some point. Our goal is to help you prepare for when that time comes. We do this by gaining an understanding of what’s important to you outside of your sport, helping you get involved during the off-season with something you’re passionate about, and helping you build good financial habits that will benefit you now and in the future.
As someone who struggled with the feeling of losing a part of himself when he left the game, Lee knows how difficult the transition can be. We are here to help you when the time eventually comes and you have to figure out what is next.
Small Business Owners
Starting a business is a scary undertaking. So much work goes into the creation and building of a business. As your business grows, new challenges arise. Things you couldn’t even have dreamed of when you started begin to happen. Among other things, you may have employees you’re managing and providing benefits for, opened another location, and/or built up significant equity in your business.
Regardless of what stage you’re in, you have little to no time. On top of this, you have an amazing family at home that’s far more important to you than your business will ever be. While everything above is great, trying to juggle it all, and do it well tends to carry a lot of stress with it.
Our role in working with business owners is to make sure your financial plan doesn’t add stress to your life and at some point relieves stress. Our goal is to gain an understanding of who you are, how you got to where you are, and what or who is most important to you. We then work with you to build a plan to help guide you while you’re still running your business, as you look to transition, and into the next phase of your life.
Along with helping you and your business, we work with you to build and implement a plan to engage in the things you’re passionate about. While your business gives you life and is meaningful, at some point you will no longer be running it; whether that is by choice (sale) or not (work until you die). Another part of our planning is to discover ways for you to get involved in other things that give you life. This will help as you transition from running your business. It’s always better to go towards something than from something.
In this day in age, it’s easier than ever to spend money frivolously. With the access we have to social media and the fact that our smartphones seem to read our minds regarding the ads we see, falling into the trap of trying to “keep up with the Joneses.” can happen to even the best-intended families. They can look up at the end of the month and wonder where it all went and did I spend my money wisely.
You on the other hand, have done a great job living within your means. You may be a doctor who has spent years mastering your specialty, a CEO running a large company, or you may be the top salesperson at your firm. You want to put your resources to work for you and towards the things you care about most. You enjoy your work, but don’t want to do it forever. You’d rather be spending more of your time with your family or something outside of work you’re passionate about.
Our role is to help you align your excess cash flow with your heart. To guide you to a place where you no longer need to continue your current job and are free to pursue your passion. We’re here to help you become more generous with your time and your wealth. Our goal is to help you make wise financial decisions that free you up to live a joy-filled and impactful life.