CC-Logo-1Line-NEW - Thomas Shepard
RET_2021_Shepard_Headshots_9354 - Thomas Shepard
Thomas Shepard
Shepard Financial
Currency Institute square - Thomas Shepard

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

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