Matt Sheers (CFA, CFP®)
Matt Sheers focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Financial Psychology/Coaching
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Financial Psychology/Coaching
Planning Specialties
My work focuses on guiding clients through big life inflection points — career changes, entrepreneurship, growing families, and lifestyle redesigns. I help clients align their financial decisions with their real priorities, providing both the technical expertise (as a CFA® and CFP® professional) and holistic support (as a Certified Health & Wellness Coach) to create practical, values-based financial strategies. If you’re seeking clarity, confidence, and alignment in your money life, especially during times of change, this is where I can help.Additional Information
I’m the founder of Sheer Empowerment Financial, an advice-only, flat-fee financial planning firm based in the White Mountains of New Hampshire. I hold the CFA® and CFP® designations and am also a Certified Health & Wellness Coach. My work blends technical financial expertise with a holistic approach to help clients align their money with their values. Before launching my firm, I spent over a decade in Boston working with ultra-high-net-worth clients at a large wealth management company. In 2018, I made a lifestyle pivot to focus on health, family, and purpose — and now I help others align their finances to do the same. Outside of work, I stay busy raising two kids with my wife, playing in pickleball tournaments, and trail running in the mountains. You can learn more at sheerempowerment.com or connect with me on LinkedIn: https://www.linkedin.com/in/matthew-sheers-cfa-cfp%C2%AE-nbc-hwc-6a159727/ ?? Schedule a free intro call to see if we’re a good fit: https://calendly.com/sheerempowerment/30min?month=2025-10NAPFA Start Date
October 03, 2025
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