Financial Wellness Coaching

Our prescription for turning high income into long-term wealth

In our twenty-plus years of offering financial advice, we’ve seen a thing or two. People who are publicly successful – medical specialists and small-business owners especially – are often privately stressed about money. How can they be making so much money and have so little to show for it? Sure, they take nice vacations, drive nice cars and perhaps even send their kids to private school. But on a monthly basis they’re feeling pinched. And their private net worth (assets minus liabilities) does not reflect their public lifestyle.

As personal financial wellness coaches, we help clients tame the financial tiger, balancing current lifestyle with the creation of long-term wealth. We help clients align their financial choices with their deeply held values and their most important goals.

We accomplish this through our sophisticated wealth management process –
the Financial Empowerment Journey.

With it, we’ll put you on a path toward managing all of your financial goals so you can spend more time focusing on what’s important – living your best life, enjoying your friends and family, and making a difference for the people and causes you care about.

What we do

Financial Wellness Coaching

At Sherpa Wealth Strategies, we take comprehensive wealth management a step further. We are financial wellness coaches. Our coaches build lifelong, transformational relationships with clients. From the day you become a client, we empower you to reach your financial goals and effectively manage your finances. We teach you the knowledge and skills you need to excel at the game of personal finance. Our financial wellness coaches are here to educate you and guide you along every step of your financial journey. And when life inevitably throws you a curveball, we’ll make sure you’re prepared to hit it out of the park.

Comprehensive Wealth Management

Most “wealth managers” focus on investments, and having a properly balanced and diversified portfolio is certainly important. But comprehensive wealth management focuses the five major concerns of high-net-worth individuals:

1. Making smart choices with your money
2. Strategizing ways to minimize taxes
3. Protecting your wealth from being unjustly taken through litigation or divorce
4. Taking care of your heirs
5. Maximizing your charitable impact
1. Making smart choices with your money
2. Strategizing ways to minimize taxes
3. Protecting your wealth from being unjustly taken through litigation or divorce
4. Taking care of your heirs
5. Maximizing your charitable impact

How we do it

The Financial Empowerment Journey™

At Sherpa Wealth Strategies, we know you need a financial planner who truly understands your unique situation. You need someone who will help put you on a path toward achieving your goals, someone who will help solve your problems, and someone who will be there to educate and guide you along every step of your financial journey. You need a personal financial wellness coach.

First – We start by really getting to know you – your goals and your dreams. What keeps you up at night and what motivates you to get up in the morning. Where you are today, where you’d like to be and why.

Second – We help you implement a comprehensive financial plan, with the objective of making those goals and dreams of yours a reality.

Third – We’ll walk right by your side every step of the way, listening to you, guiding you, educating you and coaching you. When life inevitably throws you a curveball, we’ll make sure you’re prepared to hit it out of the park.

Here are the specific tools we use to guide you along your Financial Empowerment Journey™:

Reality Check Report™

Any financial plan starts with a snapshot of your current financial situation, including a balance sheet (or net worth statement) and a cash flow statement.

Proactive Tax Advantage™

Most CPAs are excellent historians of what happened last year. Some will help you plan for this year or even next year. We look at the impact of income taxes over the next few DECADES and help you make moves today that can minimize your tax burden down the road.

Portfolio Navigator™

We help you construct a portfolio that’s appropriate for your risk tolerance, time horizon and cash flow needs. We’ll also help you allocate your investments into a tax-efficient structure.

Crystal Ball Experience™

Wonder if you can retire early? Should you downsize and/or relocate? Sell or purchase investment real estate? Make a major charitable gift now or when you pass away? We model lifetime cash flows under different scenarios to give you confidence when making major decisions.

Legacy Builder Blueprint™

We review your current estate plan to make sure it matches your goals. Then we work with your attorney to make sure you have a plan that takes care of the people you love and maximizes your charitable impact.  

Risk Reduction Process™

We review your current insurance, including life, health, disability, home and auto. We’ll suggest any changes to make sure you’re protected, and if necessary, work with your property-casualty agent to update coverage. We also review the structure and titling of your assets to help protect them from being unjustly taken.

Who we are

Brian K. Stallcop, CFP®

Brian K. Stallcop, CFP

When I was in junior high school, my mom sent me to the store to pick up some groceries. Instead of cash, she sent me with food stamps. This was before the days of the pre-loaded debit cards. I had to hand the cashier these white and brown coupons from the U.S. Department of Agriculture, and it was mortifying. We had our reasons – my parents had recently split up, my mom was going back to school and my dad was temporarily unemployed. But I promised myself that day that I would never be poor again.

I was poor, for a while, as a starving college student and as I started my career. But I was determined that my future would be bigger than my past. I became a student of wealth creation and started to apply the lessons to my own life. In my late thirties, when I was ready to change careers, it was only natural that I gravitated to financial planning.

Is your future bigger than your past? If so, you’re exactly the kind of person I love working with at Sherpa Wealth Strategies. I’ve always had a growth and abundance mindset, and I love helping people create a bigger future for themselves and their families.

That bigger future doesn’t happen by accident. I help people gain clarity on their goals and the values that drive them. As a CERTIFIED FINANCIAL PLANNER™ and financial wellness coach, I help people create their plan and stay on track over the years. It’s really rewarding!

Who we are

Erin L. Weber, WMPC®, CSRIC®

After a long and successful career in corporate sales, I had to ask myself who I was really helping. Was I making the world a better place? The answer, sadly, was no.

So in 2019 I decided to find a path that would allow me to combine my passions for helping people and healing the planet. I joined Sherpa Wealth Strategies to help families make the most of their financial resources to create a more secure future. And I became a Chartered SRI Counselor so I could help clients take advantage of opportunities in environmentally sustainable and socially responsible investing.

Helping people, healing the planet. That’s the future I’m creating for my clients, and for myself.

Erin Weber, WMPC, CSRIC

Who we are

Brian K. Stallcop, CFP®

Brian K. Stallcop, CFP

When I was in junior high school, my mom sent me to the store to pick up some groceries. Instead of cash, she sent me with food stamps. This was before the days of the pre-loaded debit cards. I had to hand the cashier these white and brown coupons from the U.S. Department of Agriculture, and it was mortifying. We had our reasons – my parents had recently split up, my mom was going back to school and my dad was temporarily unemployed. But I promised myself that day that I would never be poor again.

I was poor, for a while, as a starving college student and as I started my career. But I was determined that my future would be bigger than my past. I became a student of wealth creation and started to apply the lessons to my own life. In my late thirties, when I was ready to change careers, it was only natural that I gravitated to financial planning.

Is your future bigger than your past? If so, you’re exactly the kind of person I love working with at Sherpa Wealth Strategies. I’ve always had a growth and abundance mindset, and I love helping people create a bigger future for themselves and their families.

That bigger future doesn’t happen by accident. I help folks gain clarity on their goals and the values that drive them. As a CERTIFIED FINANCIAL PLANNER™ and financial wellness coach, I help people create their plan and stay on track over the years. It’s really rewarding!

Who we are

Erin L. Weber, WMPC®, CSRIC®

Erin Weber, WMPC, CSRIC

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Whom we serve

Sherpa Wealth Strategies Financial Advising in Bend Oregon

Medical Specialists

We know that the financial trajectory for doctors and dentists is different. By the time you complete your residency, you may have a young family, substantial debt and a lot of deferred gratification. The decisions you make in those first few years of practice can set you on a path to long-term wealth – or not. Our financial planners have built a specialty in helping doctors and dentists like you navigate your complicated financial life.

 

Investment Planning by Sherpa Wealth Strategies

Successful Business Owners

As an entrepreneur, you truly are a different breed. You’ve left behind the time-and-effort economy and only make money when you’ve created value for somebody else. It’s not always easy when you’re trying to stock inventory, make capital improvements and fund payroll. But the rewards – in time freedom and financial freedom – can be immense. Our financial advisors specialize in helping entrepreneurs like you harvest the profits from your business with the goal of providing you and your family with true financial independence.

Financial advisors Bend, Oregon by Sherpa Wealth Strategies

People in Financial Transition

Are you about to retire? Are you recently divorced or widowed? Have you received an inheritance or insurance settlement? A sudden change in your financial situation can be disorienting. We love to help people navigate their changing circumstances, to take care of their immediate needs and to plan for the future.

Building lifelong, transformational relationships since 2001

Our financial wellness coaching will put you on a path toward addressing all of your financial goals so you can spend more time focusing on what’s important – living your best life, enjoying your friends and family, and making a difference for the people and causes you care about.

Learn from our advisors.