Thomas Shepard
Shepard Financial
Get in Touch
701 Route 1 suite 4 Yarmouth, ME 04096
Issues and needs
Wholistic Comprehensive Financial Planning
Occupational specialties
Business Owners, Doctors/Dentists, Sales, Real estate, Family Businesses/Family Enterprises
About
Founder and CEO of Shepard Financial. Author of Money isn't Everything, Everything is Money. Creator of the Find Your Financial Nature Assessment and the Evolutionary Method. Speaker and writer on the topics of finance, behavioral finance and financial/life coaching, especially as it relates to Evolve with Your Money and similar topics
Professional Specialty Areas
Issues and needs
Wholistic Comprehensive Financial Planning
Occupational specialties
Business Owners, Doctors/Dentists, Sales, Real estate, Family Businesses/Family Enterprises
Languages
English
Religious/Spiritual
Christian, Buddhist, Non-Denominational Spiritual, Other Spiritual/Religious Affiliation
Disability/Ability
Sexuality
Racial Identities
About the Practitioner
Primary Professional Orientation
Financial
Delivery Method
Country
USA
Service Area
Type of Service
Coaching, Financial Planning, Investment Management, Group
Practitioner Gender
Male
Fee Structure
Flat fee, Hourly, % AUM for ongoing clients who retain us for Investment Advisory
Practitioner Designations and Qualifications
Financial Therapy Designations
Mental Health Designations
Financial Designations
Certified Financial Planner
Education
Similar FTs
Stephanie Zepeda, PhD, LMFTS
Financial Therapy Texas
Relationships/Family, Addictions, Compulsive spending, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Digital nomads, Tech, Engineers and Architects, Clergy, Family Businesses/Family Enterprises, Pre Marriage
English
Therapy
Mental health
Joshua Escalante Troesh, CFP®
Purposeful Strategic Partners
Business Owners, Academics, Attorneys, Therapists, Teachers, Tech, Engineers and Architects, Real estate, Family Businesses/Family Enterprises
English
Coaching, Financial Planning, Investment Management, Accounting, Estate Planning
Financial
