The Financial Shepherd: EPS 1 Megan Mitchell

Everyone has dreams, goals, and priorities in life.   At Shepherd Wealth Management our goal is to help people achieve their vision of financial success.  How we accomplish this for our clients is by having a conversation with you to learn what is important to you, what is not important to you, and what obstacles are in your way to achieve success.  From here we build customized investment strategies that fit your goals, timeframe, and risk tolerance.  We then review the progress to achieving your goals quarterly.  

During this episode you will hear what a conversation with me, The Financial Shepherd, sounds like.  The first Financial Shepherd Podcast series is all about small business owners and how they had to overcome their own fears and why they needed to surround themselves with other experts to give themselves the best chance to achieve their vision of success.