LET’S CONNECT
Contact Us
Start the Conversation
A Clear Path to Becoming a Client
Getting started is straightforward—and designed around you. Our process ensures we take the time to understand your goals, build a tailored strategy, and guide you every step of the way.
This initial conversation is relaxed and pressure-free. It’s an opportunity for us to learn about you, answer your questions, and determine whether we’re the right fit.
We’d Love to Hear from You
If you have a question, we encourage you to contact our office. We are always happy to connect with you personally.
Office hours:
Mon-Thu: 8:30 a.m. to 5 p.m.
Fri :8:30 a.m. to 3 p.m.
424 East Wisconsin Avenue
Appleton, WI 54911
Phone: (920) 739-8577
Fax: (920) 954-5499
Email: info@winchfinancial.com
Our Process
Taking the First Step Doesn’t Have to Feel Overwhelming
Simply share a few details below, and a member of our team will personally reach out to schedule your complimentary consultation at a time that works well for you. We look forward to connecting with you.
Here’s what you can expect as we begin working together.
- Initial
Conversation - Discovery &
Data Gathering - Strategy
Development - Onboarding
- Plan
Implementation - Ongoing
Partnership
Start the Conversation
Simply share a few details below and a member of our team will personally reach out to you to schedule your complementary consultation at a time that works well with you.
If you prefer to speak to someone directly, we encourage you to call our office at (920) 739-8577.
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