Planning Shepherd Tutorials and Resources

Helpful resources to show you every element of Planning Shepherd from data entry to reporting.

Tutorials

All materials published on the Wes Young Learning Series are protected by copyright and owned and controlled by the Wes Young Learning Series and are for the sole use of Premium Subscribers and the registered staff or agents operating under the Premium Subscriber's personalized/customized DBA. Copyright © 2023 The Planning Shepherd, LLC

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Planning Shepherd Tutorials and Resources

Tutorial 11: Creating the Cross Data Financial Snapshot

Tutorial 10B: Creating the Initial Analysis

Tutorial 10A: Creating the Initial Analysis

Tutorial 9: Entering Basic Assumptions

Tutorial 8: Entering Purchase Agreements

Tutorials

Tutorial 1: High Level Overview

Tutorial 2A: Entering a Client Family

Tutorial 2B: Entering Trusts

Tutorial 2C: Entering Entities

Tutorial 3A: Entering Personal Assets

Tutorial 3B: Entering Liquid Assets

Tutorial 3C: Entering Business Assets

Tutorial 4: Entering Loans

Tutorial 5: Entering Income