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Our Process

At Windawi & Associates, we specialize in developing financial plans that satisfy your short-term goals while laying the foundation for your future. Our approach has been designed with your needs in mind. It is built on a foundation of ongoing contact and open communication—including regularly scheduled reviews. It is important to us to make sure each experience you have with Windawi & Associates is productive and beneficial. To accomplish this, we take a comprehensive approach that addresses three essential areas:

  • Examining your current situation
  • Defining financial goals
  • Continually measuring your progress

From start to finish, we will walk you through our proven financial planning process to help you work towards your goals. As conferred by the CFP® Board of Standards, our time-tested process goes as follows:

Establishing Relationship: Successful planning starts with trust. We dedicate our initial meetings to learning about you and your life, both inside the financial world and beyond it.  

Discovery and Data Gathering: We seek to gain a thorough understanding of who you are and what you value most. Working from that foundation, we can define your personal and financial goals and build a framework to grow and preserve your wealth.

Evaluating Financial Status: In addition to exploring your goals, we will analyze your risk tolerance, time-horizon, business commitments, family situation and more. By conducting a thorough evaluation of your current financial situation, we can develop strategies engineered to work toward your goals.

Trusted Guidance, Responsive Service: Our extensive financial experience enables us to make recommendations based on well-reasoned strategies and timely research that are appropriately suited to your objectives. We take pride in our pro-active communication and accessibility. You can count on us to work hard to ensure all of your needs are addressed and nothing is overlooked.

Develop Your Plan: After gaining a comprehensive view of your financial life, our professionals will craft plans tailored to your unique profile. Through every stage of our partnership, we are committed to enhancing your understanding of the strategies in place. Each of our proposals is dependent upon your review and endorsement.

Implementing Your Plan to Action: We will ensure all areas of your plan meet your expectations. Before implementing your custom strategies, we will ensure your plan is seamlessly integrated across every discipline.

Monitoring Your Progress: Comprehensive wealth management plans adapt to the unexpected. As markets and economies change, your financial plans must have the elasticity to meet your unique and evolving needs. Through ongoing strategy meetings and reviews, we will stay vigilant and work alongside you to promote your continued success.