article
Lo Bosworth on Conquering the Next Phase of Adulthood
Learn more
I spent years immersed in the dynamic world of TV and film, embracing the creative challenges, celebrating deadline victories, and collaborating with incredibly talented people who lived for their craft. Through it all, I noticed something important: while we excelled in our professional lives, many of us hadn't found the same confidence with our financial futures.
That's what inspired my transition. Today, I help ambitious professionals across all industries bring the same intentionality to their finances that they bring to their careers. No complicated jargon. No one-size-fits-all solutions. Just authentic guidance from someone who appreciates your unique journey.
As someone who moved from South Africa nearly a decade ago and proudly became a US citizen three years ago, I understand firsthand the challenges of building security in a new country. I learned about American money matters the hard way, navigating unfamiliar systems without a roadmap. Now, I'm passionate about helping others find an easier path, with special insight into the unique needs of fellow immigrants.
I partner with clients who are building remarkable careers on their own terms. Whether you're planning your next career move, maximizing your earning potential, or creating a future that aligns with your values, I create personalized strategies that complement your vision.
I'm proud to work with Northwestern Mutual to provide both innovative tools and customized advice for every client. My greatest reward is transforming complex financial concepts into something energizing and empowering, so you can continue pursuing what matters most with genuine peace of mind.
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 important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
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.
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.
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.
Life Insurance Strategies
Insurance Protection Strategies
Financial Planning
Disability Planning
Retirement Planning & Income Strategies
Business Planning & Succession
Education Planning & Funding
Estate Planning
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4