Andrew Scheffer

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When you think about your money, which feels truer?

HERO 1

How Do You Make Big Financial Decisions?

I rely on myself and my partner or Google it.

I talk to a few people, but I often delay or second-guess.

I have someone I rely on, but not sure they're thinking ahead for me.

I avoid them—they feel overwhelming or too time-consuming.

I have an advisor I work with, and I am not open to new information.

Hero 2

If your personal finances were a business, how would your board rate your planning?

Profitable—but no clear long-term strategy.

Great mission, but messy back office.

Needs a seasoned CEO or co-pilot.

Solid vision, weak execution—too much is in my head.

Hero 3

Which of the following statements feels most true?

“I don’t want to overpay for something I could figure out.”

“I make too much to feel this uncertain.”

“I’m doing this alone—it’d be smart to have backup.”

“I have better uses of my time than keeping it all organized.”

Hero 4

When are you most likely to reach out for help when...

A mistake cost me real money.

I hit a new income level or major life event.

I feel stuck, alone, or overwhelmed.

I have other priorities.

Hero 5

Imagine you had access to someone really good—what would you want them to do first?

Audit fees and spot hidden costs.

Map out a 5–10 year plan that integrates tax, investment, and estate strategy.

Listen, understand, and help me align money with my values.

Consolidate accounts, simplify the tech, and show me a one-page plan.

Hero 6

Which acknowledgement would resonate the most with where you are?

“You're smart with your money.”

“You're playing the long game.”

“You've got a great team around you.”

“You’ve really got your act together.”

Hero 7

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