Sherpa Wealth Strategies Financial Planner in Bend, Oregon

Blog: Sherpa’s Pathways to Prosperity

Secrets of The Modest Millionaire

Secrets of The Modest Millionaire

One of my first clients was a retired auto mechanic for the local city government. “Ron” repaired police cars and snowplows for a living. He never made more than $20,000 per year over his long career. Ron worked hard, spent less than he earned and consistently...

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Using Your Net Worth to Keep Score

Using Your Net Worth to Keep Score

Using Your Net Worth to Keep Score Your net worth is a simple but important calculation – it’s everything you own, minus everything you owe. Your net worth (or balance sheet) is a snapshot in time. Your net worth today might be a little more or less than your net...

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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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