Northwestern Mutual

Our Financial Planning Process

We'll apply time-tested strategies, provide expert advice and make recommendations based on your priorities.

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Northwestern Mutual's financial planning process is designed to help you create a lifetime of financial security.

  • Our financial professionals will work with you to:

    1. Identify your goals. First, we'll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.

    2. Develop your personalized plan. We'll analyze your financial situation and develop recommendations that can help you and your family achieve financial security.

    3. Implement your strategies. We'll bring your financial plan to life with proven products and quality solutions.

    4. Review your plan. Throughout life, even small changes can impact your financial plan. We'll help you adjust your plan as needed to stay on track.

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And although your financial strategy will be one of a kind, we'll ensure that it's built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you're working so hard to achieve. Our process involves:

Risk management: Be financially prepared to weather life's storms. We'll help to ensure you, your family and your income are adequately protected against risk.

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Wealth accumulation: Make the most of your money. Our financial planning process and investment and advisory services are designed to help you achieve your goals. 

Wealth preservation and distribution: Ensure your money lasts as long as you live. We'll help you transition your wealth into predictable income in retirement and leave the legacy you desire.

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