Unlock Your Financial Potential
Transform your relationship with money
Are you ready to explore the emotional landscape of your finances? Bob Wheeler, CPA and financial behavioral specialist, is here to guide you with warmth, wit, and wisdom.
Invest in yourself & your future self will thank you
Why Choose Bob?
Emotional and financial awareness
While many financial counselors focus solely on the practical aspects of money management, Bob Wheeler takes a revolutionary approach. He recognizes that a staggering 95% of money issues stem from our unconscious patterning around finances. This insight forms the cornerstone of his unique methodology.
Alongside his CPA designation, Bob’s expertise as a somatic therapist brings a holistic perspective to personal finance. He doesn’t just address budgets and spreadsheets; he delves into the emotional landscape that shapes our financial decisions. By tackling both the practical and emotional aspects of money management, Bob helps clients create lasting change and achieve true financial freedom and ultimately a healthy relationship with money.
As a certified CORE Energetics and Radical Aliveness Practitioner, Bob integrates his deep understanding of the body-mind connection into his financial counseling. This unique blend of skills allows him to address the deeper emotional patterns and unconscious beliefs that drive financial behaviors – elements that traditional financial advice often misses.
Who is it for?
Redefining financial guidance
Bob Wheeler’s unique approach to financial behavioral counseling is ideal for a wide range of individuals and businesses. If you find yourself in any of the following situations, a consultation with Bob could be transformative:
Individuals struggling with financial anxiety
- Those who feel constant stress or worry about money, regardless of their income level
- People who avoid looking at their bank statements or dealing with financial matters
- Individuals who experience guilt or shame around spending or saving
- Partners with differing views on spending, saving, or financial priorities
- Couples who struggle to communicate effectively about money
- Those looking to align their financial goals and create a shared vision for their future
Business owners and entrepreneurs
- Those who struggle with pricing their services or asking for payment
- Entrepreneurs who experience feast-or-famine income cycles
- Business owners looking to improve their relationship with money to foster growth
High earners who still feel financially insecure
- Professionals who earn well but still live paycheck to paycheck
- Individuals who have achieved financial success but don’t feel secure or satisfied
Money through Inheritance or large windfalls
- Anyone who has recently inherited significant wealth and feel overwhelmed
- Lottery winners or those who have received unexpected financial windfalls
- Those experiencing guilt, anxiety, or uncertainty about their newfound financial status
Major life transitions
- People going through divorce, career changes, or retirement
- Those who have recently lost wealth (through bankruptcy, business loss, or home foreclosure etc.)
- Anyone looking to redefine their relationship with money after a significant life event
Professionals seeking financial empowerment
- Employees looking to negotiate better salaries or freelancers struggling with rates
- Those who want to feel more confident in financial decision-making
Anyone with a history of financial trauma
- People who have experienced bankruptcy, significant loss, or financial abuse
- Those looking to heal their relationship with money and build financial resilience
Anyone wanting to transform their money mindset
- Anyone interested in understanding the emotional drivers behind their financial choices
- Those who want to align their spending with their values and life goals
What our clients say
“Life-changing. That’s all I can say.”
Michael J.
Small Business Owner
“I lost all confidence around money after filing for bankruptcy. After mutiple sessions with Bob I am able to plan and create a new financial path for myself. a new beginning. Thanks you Bob. I am grateful to you.”
Antonio B.
Entrepreneur
My husband and I were constantly arguing about money. We tried traditional financial planning, but nothing stuck. Working with Bob was different. He got us to really listen to each other and understand our individual money stories. It wasn’t just about budgeting – though we did that too. Bob helped us align our values and create shared financial goals. We’re not perfect, but we’re so much better equipped to handle money as a team now. I’d recommend Bob to any couple struggling with finances.”
Emma G. and James L.
Married 8 years
“I was skeptical at first, but Bob’s approach to money is truly eye-opening. He helped me understand why I kept sabotaging my savings efforts, and now I’m finally making progress. It’s not just about numbers – it’s about understanding yourself. Thanks, Bob!”
Shara K.
Schedule a session with Bob
Take the first step towards a healthier relationship with money by booking a consultation with Bob Wheeler. In a confidential and supportive environment, you’ll explore the emotional underpinnings of your financial behaviors and develop practical strategies for positive change. Invest in yourself – your future self will thank you.