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.
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.
Services
Wiley Financial Services uses a time-tested planning process called Values-Based Financial Planning which harnesses the inspiration of our client's Strengths, Values, and Passions to lead everyone involved to more effectively imagine and pursue the most Ideal Outcomes for their life, that in-turn expresses those same Strengths, Values and Passions.
Robert Wiley founded Wiley Financial Services in 2004 with the objective of providing personalized financial planning services to individuals and families. Wiley Financial Services is an Iowa based firm that provides investment advisory services through LexAurum Advisors, LLC. You can expect individual attention and exemplary service from us.
Bob has extensive experience in helping clients pursue their ideal outcomes for the life they envision. Early his career, Bob was a Certified Public Accountant and Chief Financial Officer to individuals and businesses, helping them understand and improve their financial position. In practice as a Certified Financial Planner Practitioner since 2000, Bob has discovered that life planning must come first.
Our clients are fun loving, financially savvy individuals who have a passion for pursuing Ideal Outcomes and enjoying their life. They tend to be delegators - people who have so many really great things going on in their lives that they want someone who they can trust, like us, to do their financial research and take care of their investments, so they can just live their lives.
Q: What is Values-Based Financial Planning? A: It's a multi-step interview process designed by a team of psychologists and financial planners to help people access all parts of their mind and experiences in developing an inspiring vision for their future. Q: What is a Personal Financial Road Map? A: It's a document we use to record a person's responses during the Values-Based Financial Planning interview.
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