Book a Call
THE CONVERSATION BEGINS

What We'll Discuss

Where you're at now
Where you want to be
Whether I can help you get there
01
DISCOVERY

Where Are You Now?

Let's map out your situation.

What led you to book this call?
What would make this call a win for you?
What are you struggling with right now?
How does that feel?
What have you already tried?
What's working and what's not?
Why is this important to solve now?
What's the cost of staying where you are?
What's really getting in the way?
02
VISION

Where Do You Want to Be?

What would a successful outcome look like 3-6 months from now?
How would that outcome impact your life, business, or health?
What becomes possible once you're there?
How would you feel achieving that?
What would others notice about you?
What opportunities would open up for you?
How would your day-to-day change?
What would you be most proud of?
What would be different about your confidence, energy, or mindset?
How would this affect your long-term goals?
03
CLARITY

What's Stopping You?

What's been the biggest roadblock so far?
Where are you losing time, money, or energy right now?
What skills, resources, or systems do you lack?
What's the cost of not solving this now?
How will things look if nothing changes in 6 months?
How will that affect your confidence, relationships, or opportunities?
What risks do you face if you stay in the same position?
How much longer are you willing to wait to fix this?
04
THE PROGRAM

Clergy Financial Wellness Infrastructure

For denominational executives who are:

Go from costly pastoral turnover and reactive crisis management…
To measurable retention, reduced financial stress, and strengthened ministry pipelines…
In 12 months
Reduced pastoral turnover
Measurable ROI on care
05
THE FIT

Who This Is For

Denominational executives.

Seeing costly pastoral transitions
Carrying constant crisis interventions
Struggling to fill open positions
Unsure which clergy are compliant
Relying on generic financial programs
Wanting scalable clergy care systems
06
EXPERIENCE

Over 20 Years Experience Helping Denominational Leaders To:

Reduce preventable pastoral turnover
Lower financial stress across clergy
Improve housing allowance utilization
Strengthen retirement readiness for pastors
Increase clergy tax compliance confidence

Common Challenges I Help With

Pastoral turnover and transition costs
Clergy tax complexity and compliance
Housing allowance setup and documentation
Retirement planning for clergy realities
Financial stress and burnout prevention
Scaling support across 50-500 clergy
07
THE MODEL

The Shepherd’s Financial Infrastructure Model

01
Education
02
Tools
03
Ongoing Support
08
THE CONVERSATION

We Might Explore…

Your current turnover rate and drivers
Where generic programs break down
Clergy-specific gaps across your network
Quick wins in compliance and tax savings
A 12-month infrastructure rollout plan
09
THE PACKAGE

What’s Included

Core System
Live Coaching
Exclusive Community
Support
10
CLERGY FINANCIAL WELLNESS INFRASTRUCTURE

For denominational executives who are:

What You Get

01Live clergy financial workshops
02Housing allowance optimization tools
03Pastor retirement projection calculator
04Quarterly group coaching sessions
05Monthly financial office hours
06Annual individual strategy sessions

What You’ll Leave With

01Reduced pastoral turnover rates over time
02Lower financial stress indicators in clergy
03Improved clergy tax compliance and confidence
04Stronger retirement readiness for pastors
05Fewer costly financial crisis interventions
06Measurable institutional ROI on clergy care
11
PRICING

Total Investment

*** Seth, please fill this in ***
12
EARLY ACCESS

Founder Member Offer

  • VIP access during the program’s growth phase
  • Direct input into program development
  • Custom content created to address your needs
  • Maximum hands-on support and guidance
  • Priority attention to help you succeed
13
GETTING STARTED

Next Steps

1

Step 1 - Take Payment

Go to your payment link.

go.shepherdswallet.com/payment
2

Step 2 - Book First Call

Go to your coaching call booking link.

go.shepherdswallet.com/coaching-call
3

Step 3 - Send Contract

Go to app.guidancegate.com > Payments > Documents & contracts