Be the one who changes the financial story for your family

Are you where you want to be financially?
The key to a life of abundance is the understanding that every story has a cost. Decisions are based on emotions, so the way you think about money affects what you do with it. The means to a financially secure future exist for everyone, regardless of sex, race, or social background.
I invite you now to put your money nerve to the test so you can take awareness of any story that’s holding you back. Begin your new financial journey by taking our free quiz.

See if your emotions are affecting your financial life

See if your emotions are affecting your financial life

See if your emotions are affecting your financial life

The Money Nerve
Navigating the Emotions of Money
Robert Wm. Wheeler, CPA
Uncover and understand your financial habits, limiting beliefs and emotional blocks around your finances to create a healthier relationship with money. This book dwells at the nexus of your heart and your wallet and will bring you one step closer to understanding why you do what you do when it comes to money.
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What clients are saying about The Money Nerve
Set your kids up for a bright financial future
Explore the first book in our Financially Fit Kidz series

Darius wants a dog
Darius really wants a dog! But, is he ready for one? Owning a pet isn’t all fun all the time. Darius must learn how to budget for things like food and toys. Also, how to make time for the dog’s needs.
Take your kids on a journey of personal empowerment as Darius learns if his dream of having a dog is a manageable reality.
The Podcast: Money You Should Ask
Let’s get talking about how to have a healthier relationship with money.
Financial Intimacy: Healthy Love & Money. Ed Coambs
Money is one of the most common topics couples argue about. Money represents security, happiness, and control. Being financially intimate means being able to share your thoughts and feelings about money openly and honestly with your partner. But when…
Cheating The System: Financial Fraud. Matthew Cox
If a situation presents itself and you could commit fraud and not suffer any consequences, would you do it? When someone thinks about committing fraud, they’re likely thinking about the financial benefits that can come from it. What goes through a person’s mind in the moments leading up to and during a fraudulent…
Building Wealth on Tipped Income. Barbara Sloan
Episode 227: Are you one of the 3 million Americans who live solely or partially on a tip-based income? Unfortunately, service industry employees are left out of the most common paths to wealth building. The majority of financial advice and products…
Ease the pinch on your money nerve
Check out some practical tips on our blog to help you on your journey to financial security
How Kids Can Form A Healthy Relationship With Money
Rewriting the narrative and passing down your knowledge and healthy financial habits to children is a great goal to adopt as a parent. A poll by CNBC and Momentive concluded that the, “Majority of parents (83%) say parents are responsible…
How to Make the Most of Your Tax Refund
An Investment Property Business - Why It Makes Sense to Own OneAs an employee, you know that taxes are automatically withheld from your salary before being credited. But, it is often the case that the withholdings exceed your tax liability. When this happens, expect...
Improve Your Finances With 5 Easy Moves
Improve Your Finances with 5 Easy MovesIn today’s world, personal finance is a topic on everyone’s mind. But when it comes to improving your financial literacy and health, many struggle with getting started. The good news? Just taking a few small steps can lead to...