Request a Discovery Meeting
Every Windward relationship begins with a conversation about your life, your family, and what you want your wealth to accomplish. There's no cost and no obligation.
How it works
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We reply within one business day
A member of our team will call or email to find a time that works best for you.
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Tell us a little about you
Use our form to provide contact information and to tell us how you’d like to meet (in person or online).
Before we meet
We’ll send our Discovery Form so we can make the most of our time together
How long is the Discovery Meeting?
Most Discovery Meetings last one hour.
Where is the Discovery Meeting held?
Our Overland Park or Kansas City North office, or by video (Zoom).
Who can come?
You’re welcome to bring a spouse, family member, or someone you trust.
Already a Windward client? Request a progress meeting instead.
Questions first? Call 913-381-7411