Shepherd Financial

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Welcome to the Financial Clarity Assessment™


First of all, CONGRATULATIONS on not only getting your copy of The Forever Millionaire book, but also on taking the extra step and be willing to take this assessment to find out where do you stand financially.

Maybe your financial house is in order. Maybe it needs a few tweaks. Maybe it needs a complete overhaul. Regardless of where you are, this assessment was built to help you identify areas for improvement and guide you to becoming a Forever Millionaire.

You will evaluate yourself in 7 key financial areas:

  1. Your Investments
  2. Retirement
  3. Taxes
  4. Assistance to Loved Ones
  5. Estate Planning
  6. Insurance & Protection
  7. Cash Flow and Budgeting

Keep in mind there is no right or wrong answer and no one is watching or judging you. So sit back, relax and enjoy yourself.

But you need to move forward and finish the assessment. Our suggestion is that you don’t leave it for later. If you do, chances are life will get in the way and you will never come back. You are already here. Do it now!

Get Started