Financial planning

Your Northwestern Mutual Financial Plan:
a GPS for your life.

Our financial planning process is designed to help you make the most of your money,
no matter how much you have, so you can balance the life you want now and later.

We'll help you answer big questions like: Can I afford to travel and still pay down my credit card debt?
Can I save for my kids' college while paying off my student loans? Once I retire, how do I make sure I have
enough income? At Northwestern Mutual, we work with you to understand your most
important goals and make a personalized plan to help take you there.

Our financial planning approach

Some companies only focus on insurance. Others just on investment strategies. With Northwestern Mutual, you'll partner with an advisor who will look at your financial big picture. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.

Start with
where you are

To get you where you want to go, we'll help you understand where you are today.

Your priorities,
values & goals
Your income
Your assets
Your liabilities

Protect what
you have

Life is full of ups and downs. We'll help make sure you have everything you need for both.

Life insurance
Disability insurance
Emergency fund
Long-term care planning

Tackle
your debt

We'll help you balance paying down debt while you make progress on other goals.

Credit card debt
Student loans
Mortgage & other loans

Grow
your money

Get realistic saving and investing strategies to help achieve each of your goals.

Retirement income strategy
Growing your family
Buying a home
Saving for college

Take
action

Get a step-by-step guide to put your plan into action, and a partner to help you every step of the way. And as your priorities change, your plan will, too.