Personalized financial counseling based on your strengths, values & passions.
Clear direction for your personal and financial life.
About Wiley Financial Services
Wiley Financial Services offers a personal values-based planning approach designed to help you discover your Strengths, core Values, and Passions, and envision Ideal Outcomes for the life of your dreams. It is our personalized approach to financial planning that distinguishes Wiley Financial Services from other firms. We ask the right kind of questions to empower your intuition to move you from what's working for you today toward Ideal Outcomes for the life of your dreams.
Your personal Strengths are your most powerful financial tool. We will build on your Strengths and what has worked for you in the past as a key to self-esteem, energy, and financial progress.
Values are life experiences that bring you joy and peace. We will help you understand your Values system, which will help you more confidently prioritize financial choices around your Passions and the life experiences you love.
We will help you envision Ideal Outcomes for the life of your dreams. Even though these Ideal Outcomes may evolve over time, they are powerful sources of personal validation and financial navigation.
We develop and help you implement Strategies designed to give you a better probability of fully funding the enjoyment of your Ideal Outcomes - which will express your Strengths, Values, and Passions.