20+ YEARS OF MINISTRY EXPERIENCE
Empowering Your Ministry with Financial Wisdom & Joy!
Tailored Financial Solutions for Pastors & Churches
✔ Financial Planning For Pastors ✔ Church & Nonprofit Planning ✔ Church Retirement Plans
At Shepherd’s Wallet Financial Services, we understand pastors and ministry leaders dedicate their lives to serving others.
But who's helping you steward your financial future?
Our mission is to simplify the unique financial challenges of clergy and faith-based organizations - so you can focus on your calling, not your tax returns.
With experience in pastoral tax benefits, retirement planning, and financial stewardship, and provide faith-aligned financial guidance that helps ensure you and your family are well cared for - now and in retirement.
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FINANCIAL PLANNING FOR PASTORS
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CHURCH RETIREMENT PLANS
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CHURCH & NONPROFIT PLANNING
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EDUCATIONAL WORKSHOPS
✔ FINANCIAL PLANNING FOR PASTORS ✔ CHURCH RETIREMENT PLANS ✔ CHURCH & NONPROFIT PLANNING ✔ EDUCATIONAL WORKSHOPS
Who We Serve
Pastors & Ministers
looking to help optimize taxes and maximizing financial benefits.
Financial Administrators
managing their church’s budget and retirement plans.
New Ministers
seeking financial guidance for a strong career foundation.
Bi-vocational Pastors
balancing ministry and another job, needing better income management.
Young Pastors
needing to make critical decisions about Social Security opt-out.
Pastors Nearing Retirement
wanting to secure a stable financial future.
Church Board Members
responsible for making financial decisions for their congregation.
Ministry Leaders & Nonprofit Executives
handling donations and long-term financial planning.
What We Offer
Pastors, church leaders, and faith-based organizations face unique financial challenges - challenges that requires specialized experience. From complex tax structures to retirement planning, we understand the financial realities of ministry and are here to help.
Financial Planning For Pastors
We help pastors optimize housing allowances, manage self-employment taxes, and make informed Social Security decisions.
✔ HOUSING ALLOWANCE OPTIMIZATION
✔ SOCIAL SECURITY PLANNING
✔ RETIREMENT PLANNING
Retirement Solutions for Churches
We design 403(b)(9) plans specifically for clergy, helping pastors maximize tax-free income in retirement.
Church & Nonprofit Financial Planning
We assist churches with budgeting, capital campaigns, and tax-efficient planning to help maximize Kingdom impact.
Educational Workshops
We provide practical, biblical financial education for pastors, staff, and congregations, equipping them with tools for generosity and stewardship.
The Shepherd’s Wallet Financial Difference
Understanding Pastoral Finances
We focus specifically on serving clergy and churches.
Tax Optimizations for Ministers
Deep understanding of housing allowance, Social Security opt-out, & other unique tax benefits.
20+ Years of Ministry Experience
Firsthand knowledge of both ministry & financial management.
Kingdom-Minded Stewardship
We live and work for God's kingdom, using our resources and talents to benefit others and God's work.
Dedicated to Serving You
Shepherd’s Wallet Financial Services shares a deep commitment to helping pastors and churches navigate financial complexities with clarity, confidence, and Kingdom-minded wisdom.
OUR TEAM IS BUILT ON FAITH-DRIVEN FINANCIAL SERVICES, OFFERING PERSONALIZED GUIDANCE IN:
✔ TAX STRATEGIES FOR PASTORS
✔ RETIREMENT PLANNING FOR CHURCHES
✔ CHURCH FINANCIAL CONSULTING
Seth Scott
/ Founder & Lead Financial Planner
With over 20 years in ministry as a worship leader and church board member, Seth Scott has firsthand experience with the unique financial challenges pastors face. His passion for faith-based financial planning stems from his personal journey—balancing serving the church with financial stewardship.
SETH HOLDS MULTIPLE FINANCIAL CERTIFICATIONS INCLUDING:
✔ CTEC Certified Tax Preparer
✔ Series 65 License
✔ Actively pursuing CKA (Certified Kingdom Advisor) designation
✔ AAMS® (Accredited Asset Management Specialist)
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SIMPLIFYING TAX RULES FOR PASTORS
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ENSURING LONG-TERM FINANCIAL SECURITY
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BUILDING SUSTAINABLE CHURCH RETIREMENT PLANS
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KINGDOM-MINDED STEWARDSHIP GUIDANCE
✔ SIMPLIFYING TAX RULES FOR PASTORS ✔ ENSURING LONG-TERM FINANCIAL SECURITY ✔ BUILDING SUSTAINABLE CHURCH RETIREMENT PLANS ✔ KINGDOM-MINDED STEWARDSHIP GUIDANCE
“I’ve seen the sacrifices pastors and their families make for ministry, and my mission is to help ensure they can serve without financial burden. My role is to provide financial covering for those who provide spiritual covering.”
- Seth Scott
DISCOVER YOUR FINANCIAL PATH
Ready to Align Your Finances with Your Goals?
Shepherd’s Wallet Financial Services is here to help guide, educate, & empower you.
SETH SCOTT, AAMS™
/ Founder & Lead Financial Planner
✔ CHURCH BOARD MEMBER
✔ 20+ YEARS OF EXPERIENCE AS A WORSHIP LEADER
✔ SPECIALIZED IN PASTORAL FINANCES