Wildes Financial Strategies

1️⃣What actually happens in our first meeting? In our first meeting, we focus on getting to know you—your goals, values, and long-term aspirations—so we understand what truly matters. From there, we review your current financial picture to identify opportunities and areas for improvement.

2️⃣Who do you typically work with? As a Christian firm, our clients primarily include Christian families, professionals, and business owners. However, we are glad to meet with anyone interested in learning more about how we serve our clients.

3️⃣What makes WFS different from other firms? We approach financial planning through a biblical lens of stewardship, believing what we’ve been entrusted with should be managed wisely and purposefully. That’s why we use Biblically Responsible Investing (BRI) principles to help align your portfolio with your faith and values.