Winstone Wealth Partners

Wealth Management in Houston, TX

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Introductory Call

We make sure we’re a good fit for you.

Think of this introductory call as a get-to-know-you conversation between you and the Winstone team. It's an opportunity for both of us to explore whether we’re a good match to work together.

We will ask questions to learn about your financial goals and concerns which will help lay the groundwork for our advisors to tailor our expertise to your specific needs. We will share insights into our holistic approach and discuss how our tailored strategies can support your vision for the future.

Ultimately, this call is the first step in empowering you to make an informed decision about whether partnering with Winstone is the right next step for you in your financial life – and we hope it will be.

Discovery Meeting

We get to know you better.

You are more than just a number to us; we are genuinely interested in getting to know you on a more personal level so that we continue to tailor our recommendations for you throughout our partnership together. Not only will that help us develop a more tailored strategy for you, but getting to know the clients whom we hope to serve for decades to come makes our job more meaningful and fun, too.

With that in mind, we spend this 60-minute Discovery Meeting learning more about you, your values and your goals through an interactive Mind Map exercise.

Mind Mapping a visual technique that helps us explore and organize your entire life, encompassing both financial and non-financial aspects, in a way that is easy to understand. This collaborative process fosters open communication, ensuring that both you and our team are on the same page regarding your lifestyle, goals, interests, values, important relationships, and financial aspirations.

Of course, this is also an in-depth opportunity for you to decide if we’re the right match for you. We’ll be happy to share more about our proprietary financial planning strategies and investment tactics and explain how they would apply to your unique financial situation.

Whether or not you decide to continue on with us, you will walk away from this Discovery Session with your own custom Mind Map that can help you see how various elements of your entire life – such as investments, savings, insurance, retirement planning, lifestyle goals and personal values – are interconnected in a clear and concise manner.

Information Gathering

We’ll work together to gather key information.

Next, we will start putting together your Financial Plan. Equipped with a deeper understanding of who you are, what’s important to you and your financial situation, we’ll begin to gather the documents and information we need to review in order to develop your comprehensive Financial Plan.

This is pretty much the only time we’ll ask you to do any heavy-lifting – we promise!

We will provide you with clear, easy-to-follow instructions to help us gather the information we need to get to work on your Plan. And you will have a dedicated Relationship Manager and Client Concierge to help support you as much or as little as you would like as you collect the information we request.

Financial Plan & Investment Meeting

We’ll present our financial assessment and recommendations to you.

The next step for us will be to sit down for your Financial Plan & Investment Meeting. During this 60-minute meeting, our primary objective is to ensure that your financial goals and dreams have not only been understood, but also translated into a comprehensive financial plan tailored to you. Lauren Smith, our CERTIFIED FINANCIAL PLANNER® professional and Managing Partner here at Winstone Wealth Partners will oversee the intricacies of your personalized Financial Plan, clarifying any questions you may have along the way.

This meeting also serves as the right time for us to delve into our Investment Philosophy so we can share the principles and strategies that underpin our recommendations for your portfolio. We believe in fostering a transparent and collaborative environment, empowering you to make informed decisions about your financial future. Our aim is not just to offer guidance but to instill confidence in the path we chart together, ensuring that your investments align seamlessly with your overarching objectives.

Through this meeting, we aspire to not only provide clarity and direction but also cultivate a lasting partnership built on trust and shared success.

Mutual Commitment

We’ll decide how to move forward.

Following our comprehensive get-to-know-you and planning stages, the next step in our process is Mutual Commitment. This phase marks the moment when we eagerly await your decision to embark on this journey with us. For many clients, it happens during the Financial Plan & Investment Meeting. Although for some, they prefer to deliberate more. Either way is perfectly fine with us. We remain readily available to address any lingering concerns or queries you may have, ensuring that you feel fully informed and confident in your decision.

This decision symbolizes the beginning of a collaborative journey towards achieving your financial objectives. If you choose to move forward, we're excited to combine our expertise with your aspirations, crafting a financial roadmap you can feel confident in.

Implementation Meeting(s)

We’ll present a more advanced financial plan and tailored investment strategies.

Once we've received your commitment to proceed, the focus shifts from listening and planning to action during our Implementation Meetings. This is when we really roll up our sleeves and begin the process of turning plans into reality. Whether it's one meeting or a series of meetings, our objective remains constant: to fine-tune your Financial Plan and deliver a robust Investment Strategy that aligns seamlessly with your goals.

During these meetings, we'll delve into the intricate details of your Financial Plan, refining it further to reflect any changes or insights that have emerged since our initial discussions. Our aim is to ensure that every aspect of your plan is meticulously crafted to suit your unique circumstances and aspirations.

Moreover, this is where we share your customized Investment Plan and strategy, meticulously designed to optimize your portfolio's performance while aligning with your risk tolerance and investment preferences. We'll walk you through our recommendations, explaining the rationale behind each decision and addressing any questions or concerns you may have along the way.

Monitoring & Regular Check Ins

We’ll monitor your progress.

Financial planning isn’t a one-time event; it’s a continuous journey. And we’re in this for the long haul.

Your financial advisors will regularly review your strategy to ensure we are still on track to achieve your goals. If there have been changes in your life or within the market that we need to respond to, we will give you a call or schedule a meeting to discuss our recommendations.

We’ll also schedule regular check-in calls or meetings and give you a call from time to time to see what’s going on in your life. And of course, we will always keep you up to date on happenings within the market and our office with our timely resources like our blogs, newsletters and videos. We are also happy to share our network of trusted professionals like estate planners, attorneys, CPAs, insurance professionals – and even a car buying concierge! – to support you in other aspects of your life.

The goal is that throughout our client’s experience, they truly begin to feel like members of the Winstone family so that we’re able to provide solutions beyond just dollars and cents.

My Favorite Female-Led Houston Restaurants

Posted by Lauren Smith on June 26, 2024

Categories: Blog, Lifestyle

My Favorite Female-Led Houston Restaurants

I’m avid foodie as well as a seasoned financial advisor and managing partner at Green Financial Group. One of the services our firm offers here in Houston is helping women chart a path that sets them up for financial independence.

Recently, the culinary scene in Houston has seen an influx of women stirring things up. Female-led restaurants are contributing a distinctive and lively element to Houston’s dining scene by reinventing traditional European comfort food, creating innovative dessert interpretations and leading some of the city’s most acclaimed restaurant groups.

Today, I’m honored to share some of my favorite women-led Houston restaurants.

Rosie Cannonball

Let’s start with one of my favorite neighborhood gems: Rosie Cannonball.

Located in the lively Montrose area of Houston, Rosie Cannonball serves up European comfort food that’s very Texan. For example, the Southern-smoked pizza with a spicy red sauce is a house favorite.

Owned by Master Sommelier June Rodil, this 2,500-square-foot restaurant boasts fresh ingredients from Goodnight Hospitality’s farm located just outside of Houston.

June Rodil has an impressive hospitality resume. Adding to her numerous sommelier awards, June is also the CEO and partner of Goodnight Hospitality, a Houston-based company founded in 2019. The company’s ventures include the ultra-fine dining establishment MARCH, which won awards like Best New Restaurants in Esquire, the No. 2 Restaurant in America in Robb Report’s Best of the Best 2022, and a 2022 James Beard Award semifinalist nod for Best Chef Texas.

In addition to June’s inspiration, another thing I love about this restaurant is the wood-burning stove where you can watch chefs work their magic to create their seasonal dishes that highlight European culinary traditions with an infusion of Texas-inspired cuisine.

Nancy’s Hustle

Another outstanding female-led restaurant experience in Houston is Nancy’s Hustle.

The menu at Nancy’s Hustle includes some unique dishes like octopus and lamb tartare, but you can also find comfort-food favorites like a cheeseburger on a brioche bun.

In my mind, however, it’s the desserts that shine. The creations of pastry chef Julia Doran are always innovative and delicious. The buttermilk sherbet with strawberries and sesame crunch is one of my faves. Julia previously worked at Magnolia Bakery, Craft, Fat Cat Creamery, Pass & Provisions and Bernadine’s. She also recently opened a new Houston restaurant called Tiny Champions!

Aside from Julia’s exceptional desserts, it’s the intimate bistro atmosphere at Nancy’s Hustle that gets me every time.

Adair Concepts and Katie Barnhart

Let’s take it up a notch and talk about women’s business accomplishments in the  male-dominated restaurant industry. Specifically, I want to shine a spotlight on Katie (Adair) Barnhart as one Houston’s hospitality pros blazing a trail for women.

Katie co-founded Adair Kitchen with her brother Nick and is currently responsible for all Adair Concepts’ creative ideas. After the success of Adair Kitchen, Katie continued refining her hospitality acumen. She’s earned quite a reputable name for herself among the pros and credits learning how to speak her mind and being surrounded by men who built women up.

These days, the family-run restaurant chain includes popular Houston eateries like Betsy’s at Evelyn Park and Bebidas, as well as multiple locations of Los Tios and Adair Kitchen.

 

Please Note: Any opinions are those of Lauren Smith and not necessarily those of Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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