Money Monday!

I’m a sucker for a bulleted list. Read below for some nuggets on what it’s like to work with me.

  • I like to call myself “The Approachable Advisor.” Money can make people nervous. I go to great lengths to diffuse tension and have some fun planning our clients’ futures.
  • Albert Einstein said, “Everything should be made as simple as possible, but not simpler.” If I had to do a job other than being a financial advisor, I’d be a teacher. I enjoy communicating complex topics in a simple, relatable way.
  • I get really geeked up about this stuff. As a result, I make sure to hone my knowledge base around financial planning, investments, and human behavior. You need all three.
  • I will never scare you and then sell you a product to address what I just scared you about. I take the opposite approach.  Investing can be scary and complicated enough on its own. I help my clients manage their emotions around money management, and often keep them from making “gut” decisions during difficult times. I like to use easy-to-follow data to help my clients make big decisions.
  • When you speak with our team, it’s like chatting with a friend. We have a rockstar team, and we all try to make this as easy as possible for you.
  • It’s not about the money. Seriously. It’s about the feelings and experiences the money can give you. We then make efficient money decisions accordingly.
  • I’m a connector. I love referring my clients to a wide variety of service providers from attorneys, accountants, contractors, aging life care consultants, car dealers and beyond.
  • When you receive a dollar, you have three choices for what to do with it. Spend it, save it, or give it away. Financial advisors are often known for helping people primarily with the “saving” part of that decision. I like getting involved in all three. I will even review a car purchase deal to make sure it’s fair for my clients.
  • Our client events are really cool!
Any opinions are those of Wheeler Financial LLC and not necessarily those of Raymond James. Past performance may not be indicative of future results.  Investing involves risk and you may incur a profit or loss regardless of strategy selected.