Our Proven Process

PROVEN PROCESS

No two plans are alike. By understanding your values, vision, and goals, we develop a uniquely tailored plan and collaborate with you and your family to monitor and manage the plan to help you achieve financial independence. We address a range of issues and opportunities, including wealth management and preservation, business succession and exit planning, legacy needs, charitable goals, and retirement planning.


WE WORK WITH YOU AND YOUR FAMILY, APPLYING OUR SIGNATURE 5-STAGE PROCESS:

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DISCOVERY

Our initial focus is getting to know your values, vision, and goals. Together we clarify your needs and desires, identify obstacles and challenges, and begin to organize planning priorities that will put you on a disciplined path to success.

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PLANNING & ANALYSIS

We work closely with you, engaging our highly credentialed and experienced team, supported by the innovative financial technology and deep resources of Northwestern Mutual. We analyze your financial property and build your comprehensive financial plan.

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RECOMMENDATIONS

We take the time to explore planning opportunities and recommend specific strategies. Our process is consultative and educational allowing you to know what is being recommended and why it makes sense for your plan.

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IMPLEMENTATION

Your team, including your lead advisor, relationship manager, and portfolio administrators systematically implement agreed strategies and specify the steps required in the development and maintenance of your financial plan and investment strategy.

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REVIEW & UPDATING

We systematically monitor and manage your plan for long-term goal achievement and evaluate the plan and investment strategies annually, semi-annually, or whenever a material change occurs in your situation, personally, professionally, or financially.

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