Wiley Financial Services

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Personalized investment counseling based on your strengths, values, passion & vision.
Clear direction for your personal and financial life.
Complimentary initial meeting
"I learned this at least by my experiment: That if one advances confidently in the direction of his dreams, and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours."- Henry David Thoreau
Wiley Financial Services offers a values-based planning approach designed to help you discover your core values, your strengths and your vision 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 your vision for an ideal future.
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 document your vision for the ideal future. Even though it may be ever-evolving, it is a powerful source of personal validation and financial navigation.
To get started on your strategy, call (515)727-1710 or email us at bwiley@wileyfinancial.com
Robert Wileys investment advisory registrations and security licenses.