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What Is a Financial Plan, and Why Do I Need One?
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Financial Planning
A plan that turns “I'm hoping” into “It's happening.”
What happens when a financial plan doesn't start with your finances, but instead starts with you? Your goals get a lot closer. See the difference the right plan can make.
Start PlanningWhat your Northwestern Mutual financial plan looks like
Your financial plan is built specifically for you, so no two plans are alike. We start with what you want out of life and design your plan to make it happen. Together with your financial advisor, you'll look at:
1
Where you are now
No matter where you're starting from, we'll give you a snapshot of your financial big picture so you can see exactly where you stand today.
2
Where you're going
Saving for a new home, making a career pivot, or retiring early—we'll show you how close you are to your goals, any gaps you have, and opportunities we find.
3
A range of options to get you there
Get personalized strategies to help grow your money while making sure everything's protected—so you know the right moves to make today and later on.
Ready to get started on your plan?
Get matched with an advisorWhat you get with a Northwestern Mutual financial plan
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.
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.
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.
It's not just a plan for your money, it's a plan for your life.
Because your financial plan is based on your priorities, now and years from now, you can feel confident about going for your shorter-term goals knowing you're making progress on your longer-term ones. Here are some of the specialized planning services we offer:
Get matched with a financial advisor in four easy steps.
Questions about financial planning? We've got answers.
Get weekly emails to help you reach your goals, big or small.
Reach your new level of financial confidence: see how we can help.
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What our financial planning clients have to say
May not represent the experience of other clients and is not a guarantee of future performance or success.
The Northwestern Mutual Difference
A++ financial strength rating
AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.1
Top 10 ranked investment service
We're one of the top U.S. Independent Investment Broker-Dealers.2
No. 1 most admired companies
Fortune® named us one of the World's Most Admired Companies, ranking us #1 among life insurers.3
97% of our policyowners stay with us year over year
The percentage of our policyowners who stay with us year over year4
Take the next step toward your financial plan
Our advisors are here to walk you through it and will be there every step of the way. Ready to turn your dreams into plans?
It's easy to get started—no commitment, just a conversation.