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.

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.

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.

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.

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.