Our why

 

Mission

ποιμαίνω

Simply Defined: "To Shepherd"

I aim daily to:

  • Be led by the Great Shepherd

  • Shepherd Gennifer, Charli, Chaz, & Cameron

  • Shepherd the flock of God in the financial planning world

Banner - Shepherd.jpg
 
 

Core Values

What we believe

 
 
 

Faith

Personal relationship with Jesus Christ and the abundant life & identity that I have in Him

 

Family

Gennifer, my beautiful wife, and our children – Charli, Chaz, & Cameron; all of our extended family

 

Identity

Having clarity, conviction, peace, & rest in who I AM

 

Stewardship

Leaving others significantly better than I find them; managing well all that is entrusted under my care

 

Vision

Clearly articulating and defining what the desires of one's heart are

 
 
 
 

When was the last time you clearly articulated what your Top 3-5 Core Values were?

 

HOW WOULD YOU DEFINE WHAT THOSE VALUES MEAN TO YOU?

 

To download our Core Values worksheet


Our clients value taking time out of the business to work ON THE BUSINESS.

We’d encourage you to take a focused 14 minutes to go through this worksheet.
Select your Top 3-5 Core Values. Define what they mean to you.

LET THIS BECOME YOUR VOICE!

Our hope & expectation is that this will give you - and others - tremendous clarity and understanding as to the core values that guide your decisions and your actions.