Less administration.
More ideation.
Financial planning software to move your financial practice from confusion to clarity.
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CENTRALIZE
Your Data
We provide you one central location to record all your notes and client data – everything from family members, birthdays, assets, incomes, business entities, and loans, to wills and trusts.
BUILD
Custom Reports
Easily generate financial reports using one of our compliance approved templates such as an Initial Analysis, Estate Planning Objectives Worksheet, Financial Plan, or create your own from scratch.
Streamline
Your Process
Many planners struggle with software tools that are either administratively burdensome or too simple to do the job. In a matter of minutes, we allow you to easily enter client data and generate robust reports.
Give
Sound Direction
We exist to help your client see where they are relative to where they want to go, and to give them the context they need to navigate the gaps between the two.
Start growing your practice with helpful financial reports.
Quick setup. Import relevant data and you're ready to go.
Easy implementation. Begin processing reports and relevant outputs right away.
Personalized support. We help each of our customers on a personal level.
REPORT
Cross Data Financial Snapshot
Compare year over year data to initial data sets to see growth and movement between personal, business, and liquid assets.
Jump to page 7 to see the account by account change from the most recent balance sheet.
See EXAMPLE
REPORT
Initial Discovery
Build initial discovery reports that prove you understand your clients goals, needs, and objectives.
See EXAMPLE
WORKSHEET
Estate Planning Worksheet
Leave no stone unturned when planning for all aspects of estate management.
See EXAMPLE
REPORT
Financial Plan
Produce all encompassing financial plans that provide clarity and direction for your clients.
See EXAMPLE
Why Financial Planners Choose Planning Shepherd
Simple calculators. Powerful outputs.
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"Before Planning Shepherd, sharing a holistic picture of where clients are, where they wanted to go, and the progress since we started was a challenge. Now I can provide clear overviews, modeling, and deliverables for my clients, and it comes with the best mastermind and group training in the industry."
Jason Harman, Umpqua Wealth
Pricing Plans
Monthly and annual plans available.
Plan starts at
$149.95
+ tax (USD)
Monthly and annual pricing.
Save when you purchase an annual plan. If you're interested in gaining even more valuable insights and training, participate in Transform University and take your practice to the next level
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🔍
Initial Analysis Output
Conduct initial discovery to understand your clients needs and objectives.
📊
Financial Plan Output
Provide comprehensive financial plans that give your clients clarity and direction.
📄
Financial Snapshot
Understand where your clients stand today with a snapshot of all relevant data as it pertains to financial, business, and personal assets.
💰
Cross Data Financial Snapshot
Compare year over year data to initial data sets to see growth and movement between personal, business, and liquid assets.
🗓
During Life vs Death Snapshots
Understand the combination of liquid assets, business assets, debt and more and how those transfer between life and death.
📈
Dynamic Growth
Calculate future asset growth, taxes, and more based on a variety of assumptions and simple inputs.
Plus a lot more
Plus hypothetical estate tax flows, estate planning worksheet, fly out calculators, and estimated income tax.
1
Save Time
Stop spending so much time doing non-strategic, administrative work that slows down your practice and your returns. Save time with automation, report templates, and an all-in-one database for your clients.
2
Start Growing
With less time spent on the mundane, you'll have the freedom to grow your practice and your returns. Spend more time doing what really matters, onboard and meet with prospective clients, and provide financial clarity to those you work with already.
What people are saying.
Kevin Clapham, Momentum Capital Group, LLC
"Language is key to the financial planning process, and Planning Shepherd helps provide value through clear language, a dedicated process, and allowing us to build deeper relationships with our clients."
Aaron P. Rask, Summit Financial Solutions
"Planning Shepherd lets us give our clients an easy way to understand the complex financial planning process. Dynamic flow charts show our clients what they need to see to make the best decisions."
$1,649.45
/ year + tax (USD)
Planning Shepherd Software
Initial Analysis Output
Financial Plan Output
Financial Snapshot
During Life vs Death Snapshot
Hypothetical Estate Tax Flows
Estate Planning Worksheet
Dynamic Growth Calculators
Estimated Income Tax
SIGN UP NOW
$149.45
/ month + tax
Planning Shepherd Software
Initial Analysis Output
Financial Plan Output
Financial Snapshot
During Life vs Death Snapshot
Hypothetical Estate Tax Flows
Estate Planning Worksheet
Dynamic Growth Calculators
Estimated Income Tax
SIGN UP NOW
