Financial Freedom

Life is becoming more about money and finances and less about living. We’re here to change the status quo. Our Financial Freedom service is for those who want to take charge of life by utilizing holistic planning with comprehensive wealth management.

We team up to shepherd all things related to your finances and future, synchronizing every part of your financial life and making them work together towards your needs, wants and wishes.

We start analyzing your current financial situation and address your cash and debt.

Next, we protect the people and things that are important to you and optimize the benefits available to you through your employer or your business.

Next we dive deep into your personal goals, a timeline for those goals and what your ideal life looks like.

Then we help maximize your ability to fund those goals and accumulate/preserve wealth through intelligent investing and proactive tax minimization.

Our next steps are focused on your legacy, any desire you have to give, and transfer of wealth.

Once you have an initial plan, we stick around for you. Life doesn’t stand still so why would a financial plan? We’ll keep your progress updated, provide coaching and support, and keep everything aligned for you with regular checkups and adjustments.

Comprehensive Financial Plan

You’ll receive a comprehensive plan that includes all of the services you need on the graphic and we’ll dive as deep as needed in each area to help you hit your goals. It will be updated regularly to measure progress and adjusted for any new goals or changes to your existing goals. This is the roadmap that charts the course to achieving your ideal life. It helps to guide you along the way and gives a complete picture of your financial life as it evolves.

App Access

You can monitor your progress as well as your net worth in our easy-to-use app. It will include virtually every piece of your plan as well as a personal balance sheet, liquidity analysis, tasks assigned to you and a secure online vault to store important documents. For those who want budgeting help, the app also offers that capability and ties it in with the rest of your plan.

Coaching & Support

You’ll receive all the coaching and support you need through unlimited phone calls and emails in addition to our regularly scheduled meetings that keep you accountable and keep your plan fresh and updated.

Pricing for Financial Freedom

The total cost of comprehensive Financial Freedom service starts with an upfront fee for the initial plan creation followed by an ongoing fee for maintenance, coaching and support. Pricing varies based on the level of complexity and needs, but for a point of reference the initial upfront fee starts at $500 for a single adult with no children. We’re in the business of helping people with a tailored approach, so feel it’s unfair to charge everyone the same fee for planning when everyone is different. Ultimately we will do our best to balance a fair price for you with fair compensation for our work. To provide some flexibility, we have two options for the ongoing fee:

OPTION 1:

The monthly fee deducted automatically each month on the day of your choice.

OPTION 2:

The full year paid upfront with a 10% discount.

Schedule your free initial consultation to get started today!

Schedule a Free Consultation

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. J.W. Cole Financial Representatives do no accept orders and/or instructions regarding your account by email, voicemail, fax or any alternative method.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Securities offered through J.W. Cole Financial, Inc. (JWCF), member FINRA/SIPC.

Shepherd Wealth Advisors and JWCF/JWCA are unaffiliated entities.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.