Who We Serve
We serve people that are working hard and saving to empower them to make their own choices. Our team strongly upholds our mission of The Power of Choice. We enjoy people who enjoy helping themselves. Families, professionals, leaders building a plan that complements their choices – financially responsible, thoughtful, present, and engaged.
Our team likes to help people grow their net worth and prepare for the unexpected to help build the foundation of a financial roadmap that leads to financial independence – whether clients are preparing for retirement in their 30s or approaching retirement at ages 55-65. Each person controls their own destiny, which is why we encourage our clients to allow our team to foster, develop and ultimately bring their vision to life through tailored planning, genuine service, and expertise.
Our Planning Process
Whether you’re just starting out, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.
We will apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.
Our Northwestern Mutual financial planning process involves four steps:
- Identify your goals.
First, we’ll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.
- Develop your personalized plan.
We’ll then analyze your financial situation and develop recommendations that can help you and your family achieve financial security.
- Implement your strategies.
Together, we’ll bring your financial plan to life with proven financial products and quality solutions.
- Review your plan.
Even small changes in your life can impact your financial plan. We’ll help you adjust your plan as needed to stay on track.
And although your financial strategy will be unique to you, we’ll ensure that it’s built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you’re working so hard to achieve.
Take the First Step
Regardless of whether or not you own a business, our personalized approach to financial planning is much like building a custom home – designed to your specifications, built to meet your goals.
Then, take the first and most important step toward creating a lifetime of financial security. Contact me to set up a meeting. And in the meantime, consider downloading and completing our Guide for the Future. It’s designed to help you record important information and clarify and document your financial goals.
FAQs
As a team, we hold ourselves to the highest standard of ethical conduct and compliance . We put our clients’ needs before our own. We see it as our responsibility and duty to act in our clients’ best interest always.
Q: How do you make money?
A: Our team is paid based on the services and solutions we deliver, which could include charging a percentage of a client’s assets under our management or a flat fee for planning investment advisory services. We offer transparency on all costs in our initial conversations to help clients understand all the benefits and services included.
Q: Who manages our investments?
A: The Northwestern Mutual Wealth Management Company®. Clients work with credentialed advisors who have ongoing access to the thought leadership and expertise of our Wealth Management Team. This dedicated team is made up of over 30 investment experts with an average of more than 15 years of specialized investment experience – many of whom are CFA® charterholders.
Q: What is your planning philosophy?
A: We believe effective wealth management is a unique and ongoing process for each client; an accumulation of their goals and priorities all wrapped up into a personalized plan that offers our clients the power of choice. We partner with our clients to help them fully understand all the possibilities towards achieving financial security by considering potential hurdles and personalizing paths for advancement.
Q: Do you have certain products you recommend to everyone?
A: We do not have specific products that we recommend to everyone. Because of the individualized approach we take, what makes sense for one client may not make sense for another. Our in depth process helps us to understand what makes the most sense for each individual client.