Sherpa Wealth Strategies Financial Planner in Bend, Oregon

Blog: Sherpa’s Pathways to Prosperity

Helping Children Who Fail To Launch

Helping Children Who Fail To Launch

Many young adults today who find it tough to transition to the next stage of their lives are seeking comfort and shelter in their childhood homes—with their parents. Here’s a look at some key issues around the challenge of adult kids failing to launch—and action steps you can take to help your kids or grandkids strike out on their own.

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Should You Have a Family Bank?

Should You Have a Family Bank?

When family matriarchs and patriarchs are formally set up to effectively loan money to their
heirs for important purposes like education and entrepreneurship, they can potentially create stronger family legacies—as well as generate new
wealth. Discover the advantages that a family bank could bring to your family.

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Three Ways To Become a Super Rich-Level Problem Solver

Three Ways To Become a Super Rich-Level Problem Solver

Problems in our business, profession and life are inevitable. But many of the most successful people demonstrate a remarkable ability to view problems through the right lens and deal with them effectively—in ways that boost their success and prevent them from encountering the same problems down the road.

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  (541) 633-7728

   (541) 633-7759

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    444 NE Norton Ave. #101,
       Bend OR 97701

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