Our Planning Process

Whether you’re just starting out, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.

We will apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.

Our Financial Planning Process

Our Northwestern Mutual financial planning process involves four steps:

  1. Identify your goals.

    First, we’ll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.

  2. Develop your personalized plan.

    We’ll then analyze your financial situation and develop recommendations that can help you and your family achieve financial security.

  3. Implement your strategies.

    Together, we’ll bring your financial plan to life with proven financial products and quality solutions.

  4. Review your plan.

    Even small changes in your life can impact your financial plan. We’ll help you adjust your plan as needed to stay on track.

And although your financial strategy will be unique to you, we’ll ensure that it’s built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you’re working so hard to achieve.

If you’re a business owner, we recognize there’s no separating the goals you have for your family and the goals you have for your business. That’s why we offer a process that addresses both, allowing you to create a competitive business advantage and live the life you envision.

You’ll be supported by a team of experts who specialize in business planning – such as employee benefits, insurance and exit planning – alongside those who specialize in personal financial planning and estate planning.

Learn more about the business planning, products and solutions under the Services tab on this website.

Take the First Step

Regardless of whether or not you own a business, our personalized approach to financial planning is much like building a custom home – designed to your specifications, built to meet your goals. Learn more about how we help our clients live the life they envision in this two-minute video.

Then, take the first and most important step toward creating a lifetime of financial security. Contact me to set up a meeting.