Building Your Plan Together

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Am I making good financial decisions today?

Will I be okay in retirement?

Am I invested too aggressively or not aggressively enough?

Will my family be okay if something happens to me?

We work with individuals and families looking for help with these kinds of questions. We look at each aspect of your financial life and build a plan focused on what matters most to you.

Your Retirement
Income

Your Investments

A financial plan needs consistent attention and updating. Not only do things change for you personally, but new tax laws pass, the economy shifts, markets change, etc. We charge 0.25% quarterly, debited from the investment accounts or billed directly, with a minimum quarterly fee of $1,250. The annual percentage decreases once investment assets under our management reach over $3M.

Learn More about Windward

Latest Windward Passages

tax loss harvesting

Harvesting Capital Losses

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Manage Your Important Documents

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529 Plan Distribution Rules

Update Estate

Updating an Estate Plan

What We Do

Dormant 401(k)

Tax Return

Reviewing Tax Returns While Retired

Tax Returns

Reviewing Tax Returns While Working

Donate

Qualified Charitable Distributions

cash flow

Cash Flow Considerations

Tax Time

Tax Document Collection Checklist