The One Hour Financial Planning Session
In just one hour, you will get clarity, confidence, and a plan you can act on right away.
Why One Hour?
I’m a financial planner who’s spent years helping people untangle their finances — and I’ve learned that most don’t need a full-time advisor. They just need one honest, thoughtful hour with someone who knows what questions to ask. In our time together, you’ll learn how to invest, as well as how to understand your expenses and be ready for any emergency.
How do I know this works?
I’ve been a financial advisor for decades. Over the last few years, I’ve conducted hundreds of one-time planning sessions for people just like you. In one hour, I can quickly:
Assess your current investments
Explain in plain English if your approach is too risky or too conservative
Offer free (or nearly free) tools for managing expenses
Clarify how to handle emergencies, what to do with excess cash, and the difference between saving vs. investing
Here's the thing, I believe people are smart, they can make good decisions when they have the right information. I'm here to cut through the noise and help you take confident action.
Who should consider this?
60+ Years Old
Big decisions on the horizon—Medicare and Social Security
Unsure whether to stay in your company retirement plan or roll it over
Want to maintain your lifestyle after the paychecks stop
50s to 60s
Feeling the pressure: Where’s all the money going?
Concerned about market crashes and protecting what you’ve built
Possibly juggling kids in school and aging parents who need help
30s to 40s
Building your financial foundation—Is your emergency fund enough?
Wondering about buying a house or managing extra cash
Not sure if you’re maximizing your retirement savings
Any Age, New Job, New Retirement Plan Options,Struggling with Debt
First real job, new to investing,Credit cards, high interest rates
Feeling overwhelmed?
Need a straightforward plan to fix it yourself with some guidance
If any of these scenarios ring true, it’s time for us to talk.
Let’s make a change—together
Set up a call, and in your one hour session, I’ll give you concrete steps to move forward. No pressure, no sales pitch—just honest advice to help you seize control of your financial future.
Who Am I?
Meet Bob Winkelman, CFP®, Founder of Westward Planning Group
Bob Winkelman established Westward Planning Group with a clear mission: to provide expert financial guidance without conflicts of interest or sales pressure. As a Certified Financial Planner®, he believes in a transparent, client-first approach—offering holistic financial planning that empowers individuals to take control of their future.
With decades of experience, Bob has helped hundreds of clients navigate retirement planning, debt management, and long-term financial strategy with confidence. His current focus? Giving you clear, actionable steps tailored to your unique situation—without any hidden fees or long-term commitments.