You have priorities, get a financial plan that prioritizes them.
We begin by looking at what you want out of life—whether that's taking once-in-a-lifetime vacations, saving for the school of your kids' dreams, buying your first home (or your home away from home), starting a business, or retiring early (or all of it)—and build your unique plan, with financial strategies specifically designed to get you there. Want to see what a personalized financial plan can make happen for you?
A Financial Plan Tailored to You: See How We Do It
What you get with a Northwestern Mutual financial plan.
Financial strategies tailored to your life
You'll have multiple strategies within your plan, built from financial options specifically selected to help you reach the goals you have for right now and later on.
A wide range of financial options
Get access to more financial options designed to reinforce each other so your plan can work its hardest for you, including investments for growth, insurance for protection, and annuities for help with income in retirement.
Your go-to financial expert to guide you
Your advisor listens to what's important for you to do today and down the road and designs a plan, with personalized recommendations tailored to your life, to make it happen.
The flexibility to pivot as your priorities change
When your priorities shift throughout your life, we'll work with you to shift the strategies in your plan. So your plan stays flexible, and you stay on track to meet goal after goal.
A real-time digital plan personalized to you
You'll see where you are today and how you're doing over time, tracking your goals to reveal the progress you've made, any gaps you might have, and any opportunities we find.
The confidence to know you can live the life you've always wanted
Because your financial plan is based on your priorities, you can feel good knowing that it's uniquely designed to help you do the things you've been dreaming of.
Get weekly emails to help you reach your goals, big or small.
Questions about financial planning? We've got answers.
When you plan with us, a plan for your money is a plan for your life. That's because we start with you, your family, and your priorities. Then we tailor your unique plan from a range of financial options using multiple strategies designed specifically to help you reach your goals. And because your plan is based on your priorities, no two plans are alike. More about financial planning.
The very first step is to get matched with the right financial advisor for you. And the first thing they'll do is ask the right questions to understand what's most important to you. Then they'll tailor your plan to your priorities. Get matched with an advisor.
Most of our advisors will design a financial plan at no cost to you. Some advisors may charge a fee for certain types of planning, but they'll let you know up front. Get matched with an advisor.
Nope. Our version of financial planning starts with where you are, wherever that is. And the sooner you start, the bigger opportunity you'll have to set yourself up for financial success. Get matched with an advisor.
The best way to know you can do the things that are important to you is to have a plan. Once you do, you'll be able see what it'll take to get there, the progress you've already made, any gaps you might have, and opportunities we find to help you reach your goals even faster. Get started on your plan.
One of the biggest benefits of your Northwestern Mutual financial plan, besides setting yourself up for financial success today and down the road, is the confidence it gives you to know that you can do the things you've always wanted to—without having to worry if you can. Get started on your plan.
Absolutely. Our Northwestern Mutual Private Client Group offers an exclusive comprehensive approach to private wealth management, combining the strength of a Fortune 100 company with the specialized expertise of a boutique firm. Find a Private Client Group advisor.
Get matched with a financial advisor in four easy steps.
It's not just a plan for your money, it's a plan for your life.
Your personalized financial plan is designed to help you live the life you see for yourself, and your family, now and down the road. Our specialized planning services will help you reach your shorter term goals while making progress on your longer term ones. Here are some of the services we offer: