ADVISORY SERVICES
Supporting growth, strengthening connections.
FINANCIAL CONSULTING
At the forefront of Shepherd Financial Group is Shepherd’s Advisory Services, expertly led by CEO Seth Young. Leveraging over a decade of comprehensive experience in financial analysis and accounting management across multinational business, banking, and manufacturing, Seth is highly qualified to perform financial consulting within this premier service. As the visionary leader of the company, Seth directs and guides the team and clientele, dedicating his expertise to enhance operational systems.
ADVANCED INSIGHTS ASSESSMENT
At Shepherd Financial Group, we firmly believe in considering the entirety of a business by gaining a deep understanding of the individuals within it and recognizing their unique talents in their respective fields. To facilitate this holistic approach, we proudly utilize the Advanced Insights Assessment. Shepherd Financial Group is proud to be certified administrators of the ADVanced Insights Assessment – your gateway to deeper understanding and growth. Uncover a comprehensive analysis of your and your teams strengths, skills, and potential through this cutting-edge evaluation. Designed to provide nuanced insights, this assessment goes beyond the surface, offering a detailed exploration of the assessees capabilities. Elevate self-awareness, identify areas for development, and embark on a journey of continuous improvement for you and your business.
About The Assessment
The ADVanced Insights Profile by Innermetrix combines the best of 3 world-class profiles to deliver the clearest data-driven insights to sharpen self-awareness and authenticity in every area of life.
Executive Summary
Our one-page written summary is personally curated by a certified ADVanced Insights coach from Shepherd Financial Group to provide a 30,000-foot view of your talents, key motivators, and observable behaviors.
Executive Summary
Our one-page written summary is personally curated by a certified ADVanced Insights coach from Shepherd Financial Group to provide a 30,000-foot view of your talents, key motivators, and observable behaviors.
Shepherd Consultation
Our consultations are designed to protect your time and guide you toward a deeper understanding of your results. A coach from Shepherd will meet with you or your team either in-person or virtually, after reviewing your assessments and provide exclusive insights tailored to harness your or your teams unique gifts.
PRICING
Essential Insights
$150/Assessment
- ADVanced Insights Assessment
- Executive Summary
- Delivered as a PDF via email
Comprehesive Analysis
$295/Assessment
- ADVanced Insights Assessment
- Executive Summary
- 1-hour Individual Consultation
Add-Ons
$295/Session
- 2-hour Consultation with a Shepherd Financial Group Coach
- Limited to 6 Participants