The First Step in Our Journey

At Wheeler Wealth Management, we always like to say that we want you to have a level 10 confidence that you’re on the right track. And to get on track, you need to start the journey. That’s what our first meeting is for.

Right off the bat, I want you to know there will be zero obligations to make any decisions at our first meeting. Really, the only decision you’ll need to make is whether you want a second meeting.

The goal from the start will be to get to know you and a little about your situation so we can decide if we’re a good fit to work together.

The first question I like to ask is, “What is important to you about money?” This usually starts a great conversation about your values, and the purpose behind your money. For many people, money equals freedom.

This is a collaboration, so I encourage you to come with questions you may have for me too. It’s also helpful if you bring some relevant documents like Social Security statements, bank statements, pension and investment paperwork, and recent tax filings. It all helps to paint a clearer picture of where you are. Think about it, you wouldn’t go the doctor and not tell him your symptoms. But keep in mind, these are only requests - not mandatory - just bring what you can.

We approach your financial situation without judgment, and meet you where you are, so we can help guide you to where you want to be.

We’re known for helping business owners get out of their own way… and helping affluent families with complex financial situations - providing confidence and clarity for their future.

I look forward to meeting with you.