Northwestern Mutual

Fee-Based Financial Planning

Meet your financial and life goals with the help of wealth management solutions from Northwestern Mutual’s experienced and knowledgeable financial professionals. 

Fee Based Financial Planning

Why choose Northwestern Mutual for Fee-Based Financial Planning?

The answer lies in our expertise. Our fee-based financial planners are experienced and credentialed wealth management advisors who have a command of complex strategies to help maximize tax efficiency and other complex issues that may impact your financial status. They’ll choose financial planning strategies that put your interests and goals above all others. By working with a fee-based financial planner, you are guaranteed a fiduciary relationship — the highest standard of responsibility in the planning profession.

How does Fee-Based Financial Planning work?

In developing your financial plan, your fee-based financial planner takes four steps:

  • Discovery. We explore what’s important to you — your values, attitudes, preferences and vision for the future — so we can develop a plan that reflects your core values.
  • Creative Solutions. We connect your vision and goals with financial strategies that will help make them a reality.
  • Strategy Deployment. We provide an action plan for deploying these strategies in a way that maximizes your results.
  • Results Management. We can help you evaluate your plan on an ongoing basis to ensure that your goals have been met. And, as your family situation changes, we can revisit your plan to ensure it aligns with your evolving needs.

How is the fee determined?

The planning fee is based on the complexity of your needs and is mutually agreed upon by you and your fee-based financial planner. Our planners work with individuals, families and family-held businesses.