Owen Winkelmolen – Fee-for-service Financial Planner – Square

Owen Winkelmolen - Fee-for-service Financial Planner


  1. Sheila Ream

    Hi Owen
    I would like to know if you meet face to face with your clients for a consultation or is your advice given via phone/online? What are your fees for a retirement consult? We are in our mid fifties and looking to retire by 65 or earlier.

    • Owen

      Hi Sheila, great question. Our goal is to make advice-only financial planning easier, more accessible and less expensive. As a result we meet clients entirely online. We meet via phone and screen share. You can see our fees on the Services page.

      Please complete the questionnaire to see if we’re a good fit…


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