Windle Wealth

Windle Wealth For well over a decade, you and your financial well-being have remained our sole focus — and will always continue to be. We are a fiduciary. Period.

As a people first firm, we adhere to a built-in code of ethics and character standards to make sure that we always have your best interest.

Happy Labor Day from Windle Wealth! While our office is closed today, our Chaos Coordinator gets in a little retirement ...
09/07/2026

Happy Labor Day from Windle Wealth!

While our office is closed today, our Chaos Coordinator gets in a little retirement practice. She seems to be making excellent progress. 😎

How about you? Ready for retirement, or still in rehearsal?

Oh, and we'll be back in the office tomorrow ready to help you in any way we can. 😉

My face when my 34-year-old texts, “Mom, can you help me with the Wi-Fi?”Sir.You have a job.You have a credit score.You ...
09/04/2026

My face when my 34-year-old texts, “Mom, can you help me with the Wi-Fi?”

Sir.
You have a job.
You have a credit score.
You may even have a mortgage.

At some point, troubleshooting the router needs to become part of the independence package.

Financial planning with adult children can be funny because sometimes “they’ve launched” turns out to mean they’ve launched geographically.

Emotionally? Technologically? Financially?
Still buffering. 😂

I’ll be honest: I thought I was just here to look polished and keep the tissue paper under control.But apparently I’ve b...
08/31/2026

I’ll be honest: I thought I was just here to look polished and keep the tissue paper under control.

But apparently I’ve become part of the whole “make people feel appreciated” operation.

I get packed with thoughtful things, sent out for meaningful moments, and trusted to make a strong impression without saying a word.

That’s a lot of responsibility for something with a lid. 💙📦

Well, that raises some questions.Will my retirement income last?Will Chanel still smell like my Coco?And, perhaps most u...
08/28/2026

Well, that raises some questions.

Will my retirement income last?

Will Chanel still smell like my Coco?

And, perhaps most urgently, has my hairdresser been keeping up with her cardio?

Living longer is wonderful news. But a retirement that lasts 25, 30, even 35 years asks a little more from the plan than we once imagined.

Apparently, we’re not just funding the golden years anymore.

We’re funding the extended edition. 😂

Is your plan ready?

Financial goals can feel a lot like exercise goals.We start out thinking we’re going to overhaul EVERYTHING.But sometime...
08/26/2026

Financial goals can feel a lot like exercise goals.

We start out thinking we’re going to overhaul EVERYTHING.

But sometimes the best financial move is much smaller.
Increase the contribution.
Pay a little extra.
Make the appointment.
Open the statement.

You don’t have to run the marathon today.

Sometimes you just need to turn on the treadmill. ☕️

Monday financial advice:Collect the things you love.Enjoy them.Display them proudly.But if you have a significant Courtl...
08/24/2026

Monday financial advice:
Collect the things you love.
Enjoy them.
Display them proudly.

But if you have a significant Courtly Check collection, you may want to go ahead and put some names on things. 😂

Estate planning isn’t always about stocks, accounts and real estate.

Sometimes it’s about making sure Thanksgiving 2043 doesn’t begin with:
“Mom said I get the teapot.”

Retirement planning starts as a spreadsheet problemBut one day it becomes something much more personal:  "Can I retire?"...
08/21/2026

Retirement planning starts as a spreadsheet problem

But one day it becomes something much more personal: "Can I retire?" turns into "What am I retiring to?"

Because yes, having enough money matters.

But we would argue that having a life you're excited to live might matter a bit more. 🤷🏻

Three TikToks in and suddenly we’re experts.Retire at 35. Buy the dip. Open seven accounts. Start a side hustle. Buy Cry...
08/19/2026

Three TikToks in and suddenly we’re experts.

Retire at 35. Buy the dip. Open seven accounts. Start a side hustle. Buy Crypto. Never buy crypto. Something about passive income. Possibly a Lamborghini.

We actually love that people are learning more about money.

But there’s a tiny difference between financial education and building a financial plan around advice from a stranger whose ring light is brighter than his credentials.

The algorithm knows what keeps you watching.

It does not know your life.

Apparently, the tissue box thought its main responsibilities were Jan’s tendency to tear up over basically anything and ...
08/17/2026

Apparently, the tissue box thought its main responsibilities were Jan’s tendency to tear up over basically anything and taking care of Steve’s sniffles.

Then client meetings happened.

Turns out financial planning can involve retirement, loss, relief, big decisions, happy news, and the occasional moment when somebody just needs a tissue.

Poor thing came in expecting allergies. It forgot emotions. 🥹

A little different Friday thought from us today:Love your people.Call them.  See them. Forgive them. Celebrate them. Tel...
08/14/2026

A little different Friday thought from us today:
Love your people.

Call them. See them. Forgive them. Celebrate them. Tell them what they mean to you.

And take care of them in the less glamorous ways, too.

Make the plan. Put your wishes in writing. Make sure the people you love won’t be left trying to figure everything out during one of the hardest moments of their lives.

We were reminded this week that life can change without warning.

So yes, we think Friday is reason enough for celebration.

But then again, so is Thursday. And Tuesday. And an ordinary dinner with someone you love. ❤️

Don’t save the good stuff.

Address

5740 NW 132nd Street
Oklahoma City, OK
73142

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 12pm

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