Our Approach
The Values-Based Planning Process
Wiley Financial Services is based on the principles of Values-Based Financial Planning™ which we use to help you to build a financial strategy that reflects your unique strengths and empowers you to more effectively pursue your financial goals and enjoy your life.
Wiley Financial Services uses a time tested process of setting inspirational financial goals, developing strategies that match your values, and monitoring progress on a regular basis. It starts with an advisor who coaches you through a process that results in your Personal Financial Road Map® to personal success. Here's what you can expect when you partner with us:
Initial Meeting
We help prospective clients like you by completing a Personal Financial Road Map®. This exercise helps you thoughtfully craft specific, realistic, and inspirational goals based on your unique personal attributes - strengths, values, passions and vision of the future. Through this interaction, we will get to know you and explore our fit for a client-advisor relationship, and you will have an enjoyable experience and a valuable document – your Personal Financial Road Map®.
Game Plan Creation
We review your documents, research your particular issues and concerns and design your financial Game Plan according to your Personal Financial Road Map®. We make recommendations on how to more effectively meet your financial goals while you enjoy your life.
Game Plan Implementation
Once your goals and actions are established, we summarize your plan into simple, prioritized action steps to help you implement your financial Game Plan and stay on track in the years to come. We will meet to discuss your plan approximately 2-3 weeks after the initial meeting.
Periodic Renewal Meetings & Progress Reports
We meet periodically to refine and reenergize your vision and commitment, understand your progress relative to your goals, and make adjustments that improve the probability of success in achieving your goals and enjoying your life.
Quality-of-Life Newsletter - Mailed Monthly
Securities and Advisory Services through VSR Financial Services, Inc.,
a Registered Investment Advisor and Member FINRA/SIPC. Wiley Financial Services is independent of VSR.