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

stock market turbulence

Bear Market Territory

Woman,Buy,Products,With,Her,Trolley,At,Supermarket

High Inflation: How Long Will It Last?

Us,Savings,Bonds.,Savings,Bonds,Are,Debt,Securities,Issued,By

U.S. Savings Bonds

rising rates

What Do Rising Interest Rates Mean for Your Money?

Happy,Kid,Hugging,Grandfather,In,The,Park.,Focus,On,Grandfather.

Required Distributions from IRAs – An Update

Concept,Of,Bonds,And,A,Bag,Of,Money

Falling Bond Prices

Adult,Successful,Businessman,Wearing,A,Classic,Glasses,And,Working,With

Adjusting to Life Financially after a Divorce

long term care

Five Questions about Long-Term Care

Portrait,Of,Happy,Senior,Woman,Holding,Eyeglasses,And,Looking,At

Contributing to Roth IRAs 2022

Pay tax

Different ways people can pay their taxes