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We Approach Planning Differently

Planning First.

If you’re looking for someone to tell you where to invest your money immediately or to tell you everything will be ok (even if it’s not) we’re probably not the right fit for you. In fact, we won’t even suggest investment solutions without first performing a comprehensive financial analysis & diagnostic (our Finanical Life Plan™) . Building this comprehensive financial road map BEFORE we discuss our specific recommendations & proposed investment strategy is at the heart of our unique & time-tested approach. 

We’re just not good enough to provide credible advice without seeing the entire financial picture and understanding your overlapping and sometimes competing lifetime goals. So we educate first, then we plan, and then if we come to an agreement, we will advise and provide investment services.


Brutal honesty. Radical Transparency. 

You only retire once. You only send your kids to college once. You only sell your medical practice once. You have to get it right. We have lead clients through the most important financial moments of their lives every single day as we have done for the past 60 years. . 

Clients pay us to tell them what’s feasible in their financial future & what’s not. Clients pay us to hold them accountable in sticking to the plan that we’ve designed together.

Ultimately, It’s our job to help you make proactive financial decisions that are in your best interest that you wouldn’t have made without us.

Our Team Values

As a third-generation firm, we’ve had some time to reflect on what makes us unique. Here are just a few of the secret ingredients that make up the team at Sheepdog Planning:


We embrace technology and change. We incorporate the latest tools to help prepare and automate your Financial Life Plan.


We’ve been around for awhile, and we’ll be around for awhile more. Our clients know we aren’t going anywhere anytime soon.


Our team knows no other way than to remain positive and optimistic about the future. 


We’re not here to trick or confuse anyone when it comes to their finances. Instead, we prefer to have honest interactions as we offer easy-to-understand solutions.


Collectively, our team has over 100 years of experience and eight designations we leverage to prepare your comprehensive financial life plan.