Wiley Financial Services

Wiley Financial Services is a distinguished financial planning firm that offers a unique, values-based approach to help individuals and families discover their strengths, values, and passions and envision ideal outcomes for their lives. We believe that personal strengths are the most powerful financial tool and should form the foundation for financial progress. By understanding your values system, you can confidently prioritize financial choices around your passions and the life experiences you love. We will help you envision ideal outcomes, even though they may evolve over time, as powerful sources of personal validation and financial navigation. Our strategies aim to give you a better probability of fully funding the enjoyment of your ideal outcomes, which will express your strengths, values, and passions.

Our Approach: Values-Based Financial Planning

Wiley Financial Services uses a time-tested financial planning process called Values-Based Financial Planning that harnesses the inspiration of our clients' strengths, values, and passions to lead everyone involved to more effectively imagine and pursue the most ideal outcomes for their lives. This process includes five main relationship steps with long-term clients.

*Step 1: Complete Personal Financial Road Map & Evaluate our Relationship*

This involves two meetings to get to know each other better and complete a Personal Financial Road Map for the life of your dreams that will:

• Discover your very inspirational strengths, values, and passions.
• Envision ideal outcomes for your life that express your strengths, values, and passions.

*Step 2: Develop a Game Plan for Living Life on Purpose*

Those who feel we're a good fit to help them plan the pursuit of their ideal outcomes will hire us to:

• Develop financial measures necessary to fund the enjoyment of their ideal outcomes.
• Develop strategies to fill the gaps between their current financial position and these financial measures.

*Step 3: Implement Game Plan for Living Life on Purpose*

Those who believe we are a good fit to help them pursue the ideal outcomes in their game plan will hire us to help them:

• Implement the strategies in their game plan.
• Periodically revisit the plan to stay inspired, find solutions to obstacles, and celebrate their progress toward meeting the financial measures necessary to fund the enjoyment of their ideal outcomes.

*Step 4: Follow-through on enjoying Ideal Outcomes when fully funded*

We help celebrate when financial measures are met and encourage clients to follow-through on plans and life-transitions related to enjoying the ideal outcomes they've envisioned.

Our Clientele

At Wiley Financial Services, we work with a diverse range of clients, from young professionals just starting to build their wealth to retirees looking to preserve and enjoy their assets. We specialize in working with clients who are interested in a values-based approach to financial planning and who value personalized, compassionate service.