Establishing a Financial Plan to Support Your Life’s Adventures

Wheeler Financial serves as your partner to assist in managing the complexities of your financial life.  We take great pride in approaching your financial plan holistically, in order to develop a plan that aligns with your goals and aspirations now and in the future.

Behavioral Finance

At Wheeler Financial, we place an emphasis on the “human side” of investing and financial management:

  • We factor in common cognitive biases that may be affecting your financial choices. A cognitive bias is a trap that can cloud how we make decisions.
  • We use Riskalyze™ risk analysis software to educate you about your risk tolerance and match your investments with your feeling around risk.
  • We help you consider your financial “leaks.” We have a process for helping determine whether certain expenditures are really meeting your needs.

Our Process

Financial planning, with an effective and easy to follow plan, is valuable in preparing for your life’s adventures. Whether you are nearing retirement, sending your first born to college, or simply planning to meet your future goals, Wheeler Financial guides its clients through its LIVE Financial Planning Process.

Meeting your financial goals doesn’t happen by accident.  Our process is data-driven yet easy to understand, and our clients find that our process produces the clarity they need as they seek to achieve their goals.

Insights & Industry News

Read about what is happening at Wheeler Financial and thoughts on financial and lifestyle topics.

Interested in Developing a Financial Plan?

Contact us to learn more about our financial planning process and the value we can bring to your financial future!