How to make the most of your first conversation:

1

Have your financial information ready so your advisor can learn about where you are today:

  • Investment statements
  • If you keep a budget, have it ready to share
  • Life insurance that you already have, or get from work
  • A recent paystub
  • A list of your debts and loans with balances, interest rates, and minimum payments
2

Bring a list of any financial concerns or questions so your advisor can help determine your best next step.

3

Think about where you want to be in five to ten years, and how you would like to live in retirement.

4

If you share your finances with someone, plan for both of you to meet with your advisor.

Pull Quote Pull Quote "You almost have to pinch yourself sometimes. It took a lot of honest heart-to-heart talks between a husband and a wife and an advisor to bring it all together. But we did, and it made all the difference." Darrell and Carol Frail, Northwestern Mutual clients, on retiring at age 58