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Our Approach

The Values-Based Planning Process

Our ApproachWiley 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

Investment advisory services provided through LexAurum Advisors, LLC, a registered investment advisor.

Insurance services provided through Wiley Financial Services, Inc., a non-affiliated entity.

Robert Wiley conducts business through these two legal entities using the business name "Wiley Financial Services".

Robert Wiley is licensed to sell insurance products in IA, MD, NE, OH, and TX.