Your best life starts with you!

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's a priority to you and create a financial plan from multiple strategies that's personally designed to help get you where you want to be!

Henry Family

Create a financial plan that says, "I got this!"

I'll walk you through each step so you'll feel confident that you can reach the goals you've always wanted to—bringing fun to financial planning! See how we'll get it done together below:

My Love & I

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Anisa's Expertise

Coming from a creative background, I strive to help the creative community create plans they can count on. A lot of our work is not always stable; let me help guide you through the foundational steps that will help create longevity and peace of mind down the road. 

Financial Planning

Insurance Protection Strategies

Disability Planning for Physicians & Dentists

Life Insurance Strategies

Education Planning & Funding

Multigenerational Planning

Retirement Planning & Income Strategies

Tax-Efficient Strategies

The more you know, the more you know.

Education is the basis of what I do. I never got the typical "financial education," and I strive to bring that directly to each and every client. Each individual's journey is different, therefore, their financial plan should be tailored to those differences.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4