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Lo Bosworth on Conquering the Next Phase of Adulthood
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Helping you live your best life.
When you consider the words confident, excited, clear - do they describe how you feel about your financial future? They should. Unfortunately for most people this is not the case.
Our team is here to help change that. We know that financial freedom means something different to everyone - getting to know your personal goals and values is the most important part of our job. Our first priority is to use comprehensive planning to help you find the best path to reach your unique financial goals. We do this in ways that are fun and educational so that you are confident in the decisions we make together.
We can't wait to get to know you better and share more about what our team does!
Get a financial plan that prioritizes your priorities.
Our team will guide you through each step to help you build confidence that you can do the things you've always wanted to - without having to worry if you can. This generally required the following steps:
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.
Boost your financial knowledge.
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
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Tricia Fleckenstein
CFP®
Wealth Management Advisor and Co-Founder
Tricia and her team work together to create a holistic financial plan for their clients that is appropriate to their life stage. From your first job, to a growing family and through retirement, Tricia and her team will help you achieve your goals.
Sophie Webb
Director of Operations
Nick Robert Copley
Director of Planning and Investment Operations