Chris Scheele
Align Wealth
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Member Bio
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Meet Chris Scheele, a dedicated independent financial planner known for his strategic and advice-only approach. Chris breaks away from the traditional financial professional mold by providing client-centered guidance without any financial product sales. Chris's journey into financial planning was inspired by his upbringing in a goal-oriented, financially conscious household. Transitioning from a successful career in project management, Chris discovered his true passion—empowering others to achieve financial success. In 2019, Chris founded Forerunner Financial, a firm committed to delivering financial guidance in alignment with individual values. Clients find in Chris a trustworthy listener, a source of support in overcoming financial fears, and a guide to financial peace and freedom. Chris's heart-centered coaching is rooted in values such as honesty, transparency, compassion, and integrity, reflective of his Christian principles. He strongly advocates for intentional living, illustrating how financial choices can harmonize with one's core beliefs. Outside of the financial realm, Chris finds his greatest joy in his family. He shares his life with a loving wife and two lively toddlers, who bring laughter and fulfillment to his days. Chris looks forward to being your dedicated financial ally on your journey to financial success.
My transition from construction to the financial world was far from graceful, but ultimately, it just needed to happen for me. From day one, my motivation has always been to do what's in the best interest of my clients and truly help them live their best lives! As I have grown in my financial planning knowledge and gained valuable experience, I have seen firsthand the impact an ongoing relationship providing “real financial planning” can have on a family. It is so much more than what to invest in or what type of insurance to have! Real financial planning connects your resources, time, energy, and money with what is most important to you.
I believe that great financial planning requires teamwork between you and a financial planner who is committed to being your strategic ally throughout life. We need a relationship that allows us to thoroughly understand your values, objectives, and individual circumstances. Then, we can take the necessary steps and implement the proper strategies to help you attain your financial goals and dreams. By the way, seeing our goals, values, and priorities shift over the years is typical. That is why the ongoing relationship is so meaningful.
