‘Un-Surprise Me!’ book synopsis

Demystify Your Path to Financial Clarity

Do you ever wonder (or worry) if you’re on track financially? We all want reassurance that we’re making the right decisions with our money to ensure a secure future, knowing that everything will be okay in the long run.

In this easy-to-read, relatable guide, Behavioral Financial Advisor Jay Wheeler demystifies the journey to financial planning with expert guidance that makes sense for you and your family. His entertaining storytelling and practical tools will help you create a beautiful life funded by a financial plan that’s uniquely yours.

With savvy hacks and proven wisdom from his On-Purpose Method™, you will discover new clarity and confidence in your financial planning. Whether you feel off-track or just want to fine-tune your financial compass, this book will help empower you to:

• Develop a new level of intentionality in your financial decision-making
• Identify financial “surprises” that aren’t that surprising so you’re not caught off-guard
• Understand how your history and mindset affect your financial choices and learn how to protect yourself from yourself in future decisions
• Make values-driven choices when financial opportunities or challenges come your way
• Get clarity on how to create a financial plan that turns your goals and dreams into reality