Couple working with advisor

Working with an Advisor

Here for you at every step, and every stage.

Meeting someone for the first time, and then having to talk about something as personal as your finances can be overwhelming. Our advisors simplify the conversation and help you understand what you need to know, so you can feel confident you're making the best financial decisions now and down the road.

What you can expect when you work with us:

  • A financial partner who understands your big picture, designs a plan tailored to your goals, and works with you to achieve each one
  • A judgment-free, pressure-free environment
  • Jargon-free conversations
  • Help seeing your financial blind spots and ways to account for them
  • Answers to the questions you have, and ones you never knew you had

How to make the most of your first conversation:


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

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


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


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

Three fourths of a circle with quotes in the center. "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
Financial Advisor Headshot

Take the next step.

We'll help you find the right financial advisor to work with; someone to help make a plan perfect for you, designed to take you to your next goal. And the next.

Let's Talk

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success.