Stewart wheeler

FINANCIAL COACH, OWNER

Stewart graduated from East Tennessee State University in 2016 with a Bachelor of Business Administration in Accountancy. After graduation, Stewart spent many years continuing work at his family’s accounting firm gaining extensive experience in both managing personal and small business taxes, bookkeeping, and budgeting. Although accountants typically are known for staring at spreadsheets, Stewart’s favorite part of his work was coordinating with his clients face to face to best meet their needs.

Stewart’s passion for financial coaching started with helping friends and loved ones manage their finances and optimize their income. Throughout time, Stewart began to create his own tools to best help others learn about financial freedom and reduce the impact of debt.

Although Stewart is not a therapist, his appreciation for mental health work started when he met his wife Katie who is a licensed therapist. Throughout their work with their clients, both Katie and Stewart noticed the impact mental health has on financial independence and realized a need for trauma informed financial literacy. Stewart approaches each session with clients from a unique perspective in understanding both financial tools and mental health and is committed to holding space for those that need it most.

When Stewart is not in session he enjoys spending time with his wife and two German Shepherds; Asher and Hannah. He also enjoys playing video games and giving in to his ADHD hyperfixations.

Services and Specialties:

  • Personalized financial assessment

  • Budget creation and management

  • Financial literacy

  • Short and long-term goal setting

  • Small business guidance

  • Debt and tax strategies

  • Accountability and ongoing support

  • Tools and resources for success

Available for in person and telehealth sessions

Accepts cash pay clients ONLY