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Sheer Empowerment Financial

Judgment-free financial advice for busy 30 & 40 year olds

Balancing numerous demands often leads to neglecting financial planning, causing increased anxiety. My goal: Provide accessible, expert financial advice virtually to empower my generation, enabling you to make moves for a more independent and secure future.

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Matt Sheers

CFA, CFP®, NBC-HWC

YOUR PERSONAL
FINANCIAL STRATEGIST

I understand how overwhelming this stage of life can be. Balancing time demands often puts financial planning aside. I'm here to put your money worries at ease and help you feel financially confident.

Services

My process allows you to be present and live the life you want NOW while still responsibly planning for tomorrow and beyond.

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Comprehensive Financial Planning

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Stay on Track Planning

Matt made himself readily available throughout the process. We have already begun to see improvement in our investment portfolio!
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Download Our FREE Guide to
Investing in the Stock Market Without
Losing Your Mind

Click here to download

The Sheer Difference

No product sales, no commissions, and you don’t need to hand over control of your investment accounts.

Investment Managers

Fee Structure

Percentage of Your Assets

Advisor Incentives

Gather All of Your Assets

Ideal Client

Retirees & Wealthy Individuals

Value Proposition

Entering Buys & Sells

on Your Behalf

Sheer Empowerment

Fee Structure

Straightforward Financial

Planning Fee

Advisor Incentives

Offer Personalized, Unbiased Advice

Ideal Client

Peers Focused on Building Wealth

Value Proposition

Empowerment from Comprehensive Advice & Education

Brokers

Fee Structure

Commissions & Product Sales

Advisor Incentives

Push Financial Product

& Transactions

Ideal Client

Retail Investors

Value Proposition

Entering Buys & Sells

on Your Behalf

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