What happens when you’ve spent decades building wealth, but still aren’t sure what it’s all for?
That question is at the heart of my new book, Purposeful Wealth. I wrote it for successful, values-driven people who are approaching or already in retirement and want to think beyond simply accumulating more. Because having money and feeling financially secure are not always the same thing. And eventually, the bigger question becomes: How do I get the most value out of what I’ve built?
For me, that means looking at more than the numbers. It means bringing together finance, neuroscience and faith, then thinking intentionally about how your wealth can support your lifestyle, your family, your generosity and the impact you want to make.
Because money without meaning is ultimately worthless. If that sounds like the way you want to think about your wealth, check out my book: Purposeful Wealth: The Strategic Roadmap to Financial Peace and Purpose.
www.purposefulwealthbook.com
To purchase my book, search Purposeful Wealth on Amazon or click here:
https://link.edgepilot.com/x/EAMFv4uVZCQJj85mjMkc2oc?u=https://a.co/d/0eHKEMk0
Who We Are
Your Trusted Financial Partners
Grounded in integrity, relationship, and excellence.
Scheeler Financial Group combines professional expertise with a personal approach grounded in integrity, relationship, and excellence. Our team specializes in serving high-net-worth clients, executives, and business owners who want strategic financial guidance that aligns with their values and creates lasting impact.
Who We Work With
We work with people like you.
We work with successful individuals and families who have built significant wealth and now seek strategic guidance that aligns with their values and long-term goals.
Our Process
How We Work Together?
1 - Discovery & Foundation
We begin with comprehensive data gathering and values-focused conversations to understand your complete financial picture.
2 - Strategic Planning & Implementation
We develop your financial and investment plans, then provide education and guidance throughout the implementation process.
3 - Comprehensive Review & Legacy Planning
We address risk management, estate planning, tax strategies, and coordinate stakeholder meetings for multi-generational planning.
Start Your Personalized Financial Plan With Our Integrated Planning Application
We’re offering you the opportunity to utilize our industry-leading financial planning tool from the comfort of your own home. It’s the same software that our CFP® Professionals use with clients.
1. Peace of Mind
We give clients confidence, clarity, and calm by organizing their financial world and watching their blind spots.
People come to you for emotional security first, financial strategy second. Your process replaces worry with structure, uncertainty with direction, and complexity with clarity.
2. Get More Out of What You Have
We maximize the impact of every dollar, decision, and resource so clients live with greater purpose and freedom.
This reflects your obsession with potential — money, relationships, tax efficiency, stewardship, legacy, and purpose. You help clients do more with what they already have, across all seven types of wealth.
3. Make It Easy
We turn financial chaos into a simple, guided system so clients can actually make progress without stress.
Your superpower is execution: reducing friction, simplifying decisions, and making the next step painfully clear. You remove the burden so clients stay on track without feeling overwhelmed.
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