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. 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.

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.

MyBlocks

In order to address common financial needs such as, paying off credit cards and college loans, saving up for a down-payment on your first home, building up an Emergency Fund, and much more, MyBlocks allows you to navigate through a great deal of interactive models to help achieve these goals.