Services & Our Process

At Sherpa Financial we strive to provide a comprehensive financial planning process that allows our clients to realize their goals through wealth planning strategies catered to each individual or family. We believe in a structured financial planning philosophy utilizing evidence based investing to strive towards a lifetime of truly meaningful success; financial and otherwise.

We begin our process looking at your current situation through the development of an Asset Map. Then, we have a plethora of tools at our disposal that to cover all aspects of financial planning relevant to you. Your financial plan is not static, and our tools help us continuously update your situation as markets and goals change over time.

Asset Map

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand how we can help you! To begin your Asset Map, click on the link below or scan the QR code.

Begin Your Asset Map

MoneyGuidePro

When it comes to retirement planning, we use a planning software, MoneyGuidePro, a tool that helps clients define and prioritize their goals while also helping them put their financial decisions into perspective.

Everplans

When it comes to Legacy Planning, we utilize our connections with local estate planning attorneys as well as granting clients access to an online vault to store pertinent information called Everplans.

Holistiplan

Holistiplan provides a tool to help integrate tax planning within your financial plan. Our newest added software allows us to run your tax return and assist with tax related efficiencies before and during retirement.