Your Own Individual or Family CFO

Today I had the pleasure of sitting down with Candace and Jason Shepherd to talk about financial literacy and what it looks like to have a personal, family, or individual CFO.

Before we got into the conversation, I shared some feedback from a reader who had been using our videos for lean watch parties. They explained how it sparked valuable discussions with their teams and how much they appreciated the content. Feedback like that always encourages me and reminds me why these blogs matter.

I asked the Shepherds to share their backgrounds, and their journeys really inspired me. Jason spent years in the trades, moving from HVAC to commercial concrete and eventually into leadership roles where he embraced technology and worked hard to support his teams. Candace worked in real estate, banking, and mortgage before the two of them launched their own construction business. Together they discovered a passion project that gave them energy and purpose, helping people take control of their finances.

What stood out to me was how excited they are about serving others. Candace shared that one of her greatest joys was retiring Jason from construction so they could build something meaningful together and travel with their family. Listening to them, I could feel their alignment and their passion for what they do.

Their company, Awaken Financial Wellness, is built on a unique model. Instead of quick fixes or cookie cutter solutions, they walk families through six pillars of wealth. They help people adjust cash flow, build emergency funds, manage debt, protect their families, grow assets, and preserve estates. Each plan is personalized. I was amazed to hear how small adjustments could save families years of stress and thousands of dollars. Even better, they do not charge clients directly. The companies they partner with cover the costs because they see the value of having financially educated families.

This feels so different from the typical broker or advisor experience. Instead of selling a one time product, Jason and Candace act more like personal CFOs. They give ongoing education, accountability, and guidance, and they help people change the way they think about money. Jason shared stories of families who were able to turn decades of debt into just a few short years of freedom. Hearing the outcomes made me realize how life changing this work really is.

As we wrapped up, Candace emphasized that mindset is just as important as math. She encouraged people to let go of old financial beliefs, to stop feeling ashamed, and to realize that they are not alone. Jason reminded us that money struggles are often the root of family stress and conflict, but with the right help, people can find peace, security, and even create a lasting legacy.

I walked away from this conversation encouraged and inspired. Finances are not just about numbers. They are about peace, freedom, and the way we think about the future.

Key Takeaway:
Finances are more about mindset than math. With the right support, families can relieve stress, build security, and use money as a tool for freedom and legacy.