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.
Your 4-Step Journey
Step 1: The Discovery Call (10-15 Minutes)
A quick, complimentary, no-pressure conversation to get an idea of your story, your goals, and your biggest questions. We'll determine if we're the right fit to help you. 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 talk about how hands-off or hands-on you’d like to be. 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 give you clarity and 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 can meet regularly or limit it to a few check ins per year, according to your needs. As we work together, we will review your progress, make adjustments as life happens, and continually challenge you to live into the "immeasurably more" God has for you. We can even facilitate "vision trips" to see where your stewarded money is making an impact.
Get clarity over complexity.
Schedule a 15 minute, no pressure call with Brian. Bring your questions and see where Vertical Wealth can step in to help you live boldly, give generously, and leave a legacy.
Brian Wheeler
CVO & Financial Planner
This isn’t just about money.
God has immeasurably more in store for you. (Ephesians 3:20). Get a full year of biblical insight, in a short email every week, to help you gain clarity in your life and align your resources with God’s purpose... It’s free with no obligation.
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.