We're a financial planning, coaching & advising company built on the ideas that money is a tool best used to make your life easier & your...
We're a financial planning, coaching & advising company built on the ideas that money is a tool best used to make your life easier & your health & wealth are intricately linked. Ours is an active management approach, making the most of your financial opportunities while helping you pursue a life that is fun, joyful, motivating, & satisfying.

We are guided by our core beliefs: you were born with a natural way of relating to money, your financial paradigm, (see link below to find your paradigm), there is no such thing as a one-size-fits-all financial approach, & everyone is able to experience a better financial life.

Securities offered through LPL Financial. Member FINRA / SIPC, (links in website section below). Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors & Shepard Financial are separate entities from LPL Financial.

For a list of state in which we're registered to do business please see our website below.
  • Uploads Play all

    This item has been hidden
to add this to Watch Later

Add to

Loading playlists...