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Our Process

Holistic Planning Approach

Our process is based on the philosophy that our clients are best served by providing holistic planning advice, bringing all aspects of your financial lives to work in concert as part of a unified whole. 

Establish Relationship

Establish 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 & Data Gathering

Discovery & Data Gathering

We seek to gain a thorough understanding of who you are and what you value most. We help you define your personal and financial goals and build a framework to grow and preserve your wealth.

Evaluation & Customized Solutions

Evaluation & Customized Solutions

By conducting a thorough evaluation of your current financial situation, we can develop strategies engineered to work toward your goals. Before implementing your custom strategies, we will ensure your plan is seamlessly integrated across every discipline.

Implementation & Guided Journey

Implementation & Guided Journey

We will facilitate the implementation of your plan and through ongoing strategy meetings and reviews, we will stay vigilant and work alongside you to promote your continued success. As markets and economies change, your financial plans must have the elasticity to meet your unique and evolving needs.

Time-tested process

From start to finish, Windawi & Associates will walk you through our financial planning process to help you work towards your goals. 

Comprehensive Financial Planning