Financial planner Windward Financial

Services Offered

• Budgeting and Cash Flow Management
• Retirement Planning
• Investment Strategies
• Tax Planning and Preparation
• Financial Goal Setting

How Engagements Work

At Windward Financial, the engagement process begins with an initial consultation to discuss your financial situation, goals, and any specific areas where you need assistance. Following this meeting, a tailored plan is developed to address your needs, and you will receive guidance on the documents required for ongoing management.

What Documents to Bring

When meeting with your financial planner, it’s helpful to bring the following documents:

• Income statements (pay stubs, tax returns)
• Bank statements
• Investment account statements
• Insurance policies
• Any existing financial plans or documents

Frequently Asked Questions

What services does Windward Financial offer?
They offer budgeting, retirement planning, investment strategies, tax planning, and financial goal setting.

How do I schedule a consultation?
You can call them at (808) 341-7589 to schedule an appointment or visit their website.

What should I expect during my first meeting?
During your initial consultation, you will discuss your financial situation and objectives, which will help the financial planner create a tailored plan for you.

Are there any fees for consulting?
Fees may vary depending on the services provided; it's best to inquire directly during your consultation.

Can Windward Financial help with tax planning?
Yes, they provide tax planning services to help you minimize your tax liability and maximize your savings.

How often should I meet with my financial planner?
It typically depends on your financial goals and needs; regular check-ins are recommended to stay on track.

What is the process for investment planning?
Investment planning involves setting goals, assessing risk tolerance, and developing a strategy to achieve those goals.

Is my information kept confidential?
Yes, Windward Financial prioritizes your privacy and ensures all information is kept confidential.