Our Planning Process

Rely On Wheeler Financial

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.

Watch the Video

Do you have any of these questions?

Am I on track to retire on-time?
Can I afford that?
Am I invested properly?
What are the risks in my financial plan, and how am I positioned to address them?
How could my financial plan be affected in different market conditions?
When should I collect Social Security?
Should I have life insurance? If so, how much?
What am I not thinking about that I should be considering regarding my finances?

Wouldn’t it be nice to have the answers? We can help.

Getting Started with Wheeler Financial

In this video Jay Wheeler introduces ‘The Messy Meeting’ with a story from his upbringing that informs his planning style today. His mom’s ‘Mess Up – Clean Up’ strategy taught him the value of structure, patience, and progress—principles he now brings to every client conversation.

Our “LIVE” Financial Planning Process is designed to help you find clarity around these questions.

LList

We do a thorough evaluation of your current financial standing. This includes taking inventory of your income, expenses, assets and liabilities.

IInvestigate

During this stage, our primary focus is getting to know you and understanding how we can best make a difference. This includes a thorough analysis of your long and short-term goals and your overall feelings on money. Additionally, we will complete an exercise to give both of us a better idea of your risk tolerance around investing.

VVisualize

Using sophisticated financial planning software, we can model any number of purchases, risks, concerns, market conditions, etc. and show you how each may affect your overall financial picture. Together, we create a plan for working together in an effort to achieve your goals.

EExecute

This stage begins by completing your Financial Guidebook which becomes your go-to reference guide for your financial life. This will outline the important actions to be taken as we seek to help you meet your goals. As we transition to investing, the cash flow data from our planning feeds into our investment management process. Click here to see how your plan feeds our investment management process.