Video Library

Life’s an Adventure… Plan Accordingly! Wheeler Financial serves as a partner in managing the complexities of financial life. We take great pride in approaching financial planning holistically to develop a plan that aligns with our clients’ goals and aspirations now and in the future. Financial planning is valuable in preparing for life’s adventures. Our process is data-driven yet easy to understand, and our clients find that our process produces the clarity needed to achieve their goals. Watch our collection of videos to get to better understand our process.

Values Based Planning

Jay shares how values-based planning helps you make financial choices that support your life—not just your balance sheet. Discover how ‘good’ bad decisions can be the right ones when they reflect what truly matters to you.

Behavioral Advice

Jay explains his Behavioral Financial Advisory philosophy: life planning comes first, financial planning follows. This approach ensures your financial strategy is built around your values, priorities, and long-term aspirations.

Mindful Money

Discover how Jay helps clients uncover what drives their financial choices. Whether you’re a ‘waiter’ or a ‘maxer,’ this video explores how mindfulness and intentionality can lead to a financial strategy that’s uniquely aligned with your life and values.

I wrote a Book ... Un-Surprise Me!

Jay reveals a major milestone—the launch of his first book! He opens up about the journey that led to writing it, shares a glimpse of what’s inside, and explains how the ‘On Purpose Method’ helps people align their finances with their values.

Meet Jay

Get to know Jay through seven fun and fascinating facts about his career path, the curveballs he’s faced, his love for adventure, and how he balances it all with a deep appreciation for the outdoors and the fleeting nature of time.

Car Buying

Jay shares a strategic approach to car buying, helping you evaluate your options, understand financing, and avoid common pitfalls. This guide is designed to help you make a purchase that fits both your lifestyle and financial plan.

Wheeler Financial Introduction

Jay takes you through the first steps of your journey with Wheeler Financial, starting with a simple questionnaire and an introductory phone call. It’s all designed to help him get to know you, understand your goals and begin to visualize a financial picture tailored to you.

Becoming a Wheeler Financial Client

In this step-by-step overview, Jay outlines the onboarding process for new Wheeler Financial clients. Learn what to expect—from initial documentation to account setup and financial planning—so you can begin your journey with clarity and confidence.

The Messy Meeting

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.

Market Volatility

Jay shares practical advice for managing emotions during periods of market volatility. By focusing on your long-term financial plan, you can stay grounded and make informed decisions—even when the markets are unpredictable.