Call Script - Shepherd’s Wallet

What We'll Discuss...

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

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?

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?

What's Stopping You Getting There?

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?

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

Reduced pastoral turnover.

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

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

The Shepherd’s Financial Infrastructure Model

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Education

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Tools

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Ongoing Support

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