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.

Find out how we have helped transform other organizations like yours.

Articles on sales, marketing, product management, and more

Enhance your websites and unlock all kinds of functionality. Find and embed plugins and widgets.

Made for smart financial planners.

"Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua.”

Cloe Dummy
Member since 19

"Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua.”

Cloe Dummy
Member since 19

"Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua.”

Cloe Dummy
Member since 19

Planning is all about helping a client see where they are relative to where they want to go, and giving them the context they need to navigate the gaps between the two. Our custom financial reports contain the financial reference points needed to help clients do just that.

Cloe Dummy
Member since 19

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
SIGN UP NOW
🔍
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
Free
€0
Best for a simple site that doesn't need a CMS.
Unlimited viewers
Collection items
Try for free
Starter
€149
Editor/month
Best for a blog or other content-driven site.
Everything in Free
Unlimited projects
Form submissions
buy for $149
Pro
€249
Editor/month
Best for a higher traffic marketing site or blog.
Everything in Starter
Form file upload
CDN
API
Site search
Buy for $249
Enterprise
Custom
Bring Webflow to your company with exclusive features.
Everything in Pro
Custom onthly visits
Training and onboarding
99.99% uptime
Custom billing & MSA
Custom security
Contact us
Free
€0
Best for a simple site that doesn't need a CMS.
Unlimited viewers
Collection items
Try for free
Starter
€149
Editor/month
Best for a blog or other content-driven site.
Everything in Free
Unlimited projects
Form submissions
buy for $149
Pro
€249
Editor/month
Best for a higher traffic marketing site or blog.
Everything in Starter
Form file upload
CDN
API
Site search
Buy for $249
Enterprise
Custom
Bring Webflow to your company with exclusive features.
Everything in Pro
Custom onthly visits
Training and onboarding
99.99% uptime
Custom billing & MSA
Custom security
Contact us

You only pay for what you use

Start building for free, then add a site plan to go live. Account plans unlock additional features.

Free
$149.95
per month
Custom domain
Collection items
Form submissions
Form file upload
Content editors
Site search
Enterprise support
Training and onboarding
It's free
Starter
$245.83
per month
Custom domain
Collection items
Form submissions
Form file upload
Content editors
Site search
Enterprise support
Training and onboarding
Save $60 per year
Pro
$249
per month
Custom domain
Collection items
Form submissions
Form file upload
Content editors
Site search
Enterprise support
Training and onboarding
Save $350 per year

Keep in touch.

Get started with a free trial now.

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