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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 PlanningYou 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?
Get startedA Financial Plan Tailored to You: See How We Do It
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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.
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:
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+ maintaining the highest financial strength ratings of any life insurer from all four major credit rating agencies1
Top 10 ranked investment service
ranked among the Top U.S. Independent Investment Broker-Dealers2
No. 1 most admired companies
World's Most Admired Companies ranked by FORTUNE®, 20213
97% of our clients stay with us year over year
of our clients stay with us year over year4
See what financial planning can do for you
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.