Your Path to Clarity and Confidence
Choosing a financial advisor is a significant decision. We believe in a transparent, educational, and relational process designed to build trust every step of the way. Here is what you can expect when you partner with Vertical Wealth on your journey.
YOur 4-Step Journey
Step 1: The Discovery Call (10-15 Minutes)
A complimentary, no-pressure conversation to understand your story, your goals, and your biggest questions. We'll determine if we're the right fit to guide you on your journey. There's no need to bring statements; this is a big-picture conversation. Schedule your call now.
Step 2: Deep Dive & Analysis (1-2 Hours)
This is where we get into the specifics. We'll gather your financial information and, more importantly, spend time asking deeper questions about your values, hopes, and dreams. Our team then analyzes your complete financial picture.
Step 3: Strategy & Implementation
We'll present a clear, customized plan with actionable steps to align your finances with your faith and goals. Once you're confident in the direction, we help you put the plan into action, coordinating with your other professionals as needed.
Step 4: Ongoing Guidance & Adventure
This is a lifelong partnership. We meet regularly to review your progress, make adjustments as life happens, and continually challenge you to live into the "immeasurably more" God has for you. We'll even facilitate "vision trips" to see where your stewarded money is making an impact.
In a world of shifting values, we believe in grounding our advice in timeless truth. Our entire process is built on a foundation of core biblical principles that shape how we view wealth, purpose, and stewardship.
Let's Talk About What's Possible.
The first step is to have a 15 minute, no obligations call with Brian, to find out if Vertical Wealth is the right fit for you.
Brian Wheeler
CVO & Financial Planner