Beyond the Numbers is a values-based retirement and financial planning book written for successful entrepreneurs, business owners, corporate leaders, and high-income families who want a deeper, more intentional approach to wealth. It helps readers align money decisions with long-term purpose—not just spreadsheets and projections.

Beyond the Numbers introduces a planning framework that blends behavioral finance, real-life client stories, and practical wealth strategies tailored for high-earning business owners. It emphasizes clarity, purpose, and decision-making—rather than technical jargon or generic advice.

The Values-First Financial Framework™ is a five-stage structured methodology in financial planning created by Jason Wendt. This methodology will help you create better financial clarity and confidence by diving deeper and identifying your core values and vision first rather than diving into the financial numbers first. 

1. Values Discovery 

2. Life Vision Clarification 

3. Financial Assessment and Alignment 

4. Strategy Development 

5. Implementation and Evolution. 

No. The book applies to readers at every stage of their financial journey whether they’re scaling a business, preparing for a liquidity event, or already retired. Its frameworks help clarify your priorities and make smarter decisions today.

Just complete the short form on this page. Your free eBook will be delivered directly to you. Many readers appreciate the physical version for note-taking and reference. If you’d prefer a paperback copy respond to the email confirmation you receive with your name and address and we’ll ship it directly to you right away. 

This approach is ideal if you:

• Are a business owner, busy professional or retired with complex financial needs
• Want clarity around life after work or a potential business exit
• Value intentional, purpose-driven planning
• Prefer a fiduciary-led process that reduces confusion and stress

The author, Jason Wendt, is a fiduciary financial advisor with 14+ years of experience helping high-net-worth families and business owners plan for retirement, manage risk, grow wealth, and transition businesses. 

High-net-worth families face complex decisions around taxes, legacy planning, business transitions, and risk management. Values-based planning ensures financial strategies support what matters most—freedom, time, family, and long-term impact—while reducing stress and decision fatigue.

You’ll learn how to:

• Build a retirement plan based on your personal values
• Reduce taxes before and after selling a business
• Structure income streams for financial freedom
• Protect wealth from risk and market uncertainty
• Avoid common mistakes high-earning families make
• Create a long-term legacy plan that reflects your goals

The book acts as an introduction to my planning process. Many readers realize their financial strategies could be more aligned with their values and they request a deeper conversation. Offering a free copy allows high-net-worth individuals and families a way to understand this new approach.

No obligation at all. The book is a resource to help you think differently about wealth, purpose, and financial freedom. If you find the message resonates, you’re welcome to schedule a call.

Yes. The stories and examples highlight challenges faced by real clients*: business owners preparing for exit, families approaching retirement, and individuals seeking more clarity around purpose-driven financial decisions. *Names have been changed to protect their identity

The book can help you evaluate whether your current plan is truly aligned with your values and goals. Many readers use it as a second opinion or as a way to improve communication with their advisor.

Yes. While many examples focus on business owners, the planning strategies apply to high-income earners, corporate executives, and families who want clarity and structure in their financial future.

The book is intentionally concise and designed for busy professionals. Readers typically complete it in a few hours and find the structure practical, clear, and highly applicable.

Yes, he has been featured on TV, guest on podcasts, live and virtual speaking engagements. For more information, visit the Media and Speaking page.