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Start Your Financial Journey

We'd Love to Get to Know You

Thank you for considering Wildes Financial Strategies. Our goal is to understand what matters most to you before making any recommendations.

Please let us know a time when you are available to discuss your financial situation as well as any specific concerns that you may have.


What to Expect: Our New Client Process

At Wildes Financial Strategies, we believe meaningful financial advice begins with understanding your story. That's why our first meeting is centered around an Asset-Map Discovery Interview—a simple, conversational process designed to help us see the complete picture of your financial life before discussing strategies or recommendations.

Step 1: Share Your Story

We'll begin with a conversation about you, your family, your career, your values, and the goals you're working toward. We want to understand what matters most to you and what prompted you to seek financial guidance.

Step 2: Build Your Personal Asset-Map

Using a simple visual planning tool, we'll create a one-page Asset-Map that organizes the important elements of your financial life, including:

  • Income sources
  • Savings and investment accounts
  • Retirement plans
  • Real estate holdings
  • Insurance coverage
  • Business interests
  • Liabilities and debts
  • Family relationships and key connections

Many clients find this process helpful because it transforms complex financial information into a clear, easy-to-understand visual format.

Click here to begin your Asset Map: 

Step 3: Identify Opportunities and Gaps

Once your Asset-Map is complete, we'll review it together to identify strengths, potential risks, planning opportunities, and areas where additional analysis may be beneficial. This is often where clients gain new insights about their overall financial picture.

Step 4: Discuss Your Priorities

Rather than focusing immediately on products or investments, we'll explore your goals, concerns, and aspirations. Whether you're preparing for retirement, managing a business, caring for family members, reducing taxes, or building a legacy, we'll discuss what success looks like for you.

Step 5: Determine Next Steps

At the conclusion of the meeting, we'll discuss whether our planning and investment management services may be a good fit for your needs. If so, we'll outline a clear path forward and explain what information may be needed for further planning.

Our Commitment

The discovery meeting is designed to be educational, collaborative, and pressure-free. Our goal is to listen, learn, and determine how we can best serve you. We believe that exceptional financial planning begins with understanding the people behind the numbers.

"Before we discuss solutions, we take the time to understand your story."

Please Click on the Button to the right to begin the Asset-Map