Sandi Jo Goddard
Financial Advisor|CLU®, ChFC®
Professional
Sandi Jo is passionate about assisting families with special needs. She is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.
I also specialize in working with small business owners and franchises.
Associations and Memberships
- Academy of Special Needs Planners, Member
- Financial Security for All (FINSECA), Member
- February 2025 Special Needs Planning Symposium, Fiduciary Certificate of Attendance
- Northwestern Mutual Special Needs Study Group, Member
Designations
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Certificate in Long-Term Care (CLTC)
Education
- B.S. and M.S. in Speech and Communication
Years of Experience
Proudly serving clients of Northwestern Mutual since 1988.
Personal
Sandi Jo has one daughter named Marla and two grandsons, Max and Oliver. Stepsons William and Jackson round out Sandi Jo's beautiful family.
Sandi Jo's passion for the Special Needs community is grounded in her relationship with stepson William, who is thriving with Down Syndrome.
Sandi Jo is a big fan of professional football and hockey. Specifically, she roots for the New England Patriots, Green Bay Packers, Montreal Canadiens and Boston Bruins.
She is a proud breast cancer survivor and enjoys swimming, running, reading, cooking and spending with her family.
Proud member of PEO International
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Gigi's Playhouse | Portland, OR
GiGi's Playhouse Portland is the first and ONLY Down syndrome achievement center in the Pacific Northwest! Our free, purposeful programming is designed to help people with Down syndrome achieve their potential and beyond. As a 99% volunteer-led organization, we are committed to serving the communities surrounding Portland, Oregon with acceptance, generosity, and kindness.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
