Helping you live your best life.
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
Empowering Families: Kaci Fisher's Journey in Financial Planning for the Special Needs Community
In this episode, we are joined by Kaci Fisher, a dedicated financial planner who specializes in working with families in the special needs community. Kaci shares her unique journey and the profound impact of her work on the lives of those she serves.
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Areas of Expertise
As a former healthcare executive, I am able to to bring my experience and knowledge of the industry to the conversation in building a plan to meet the needs of busy professionals.
Personally, as a special needs mom I have a heart for serving other special needs families and work with a team of experts skilled at navigating all of the complexities of special needs planning. We develop strategies that will enable caregivers to confidently plan for a loved one that may be dependent long-term, while also accomplishing their personal goals and dreams. I love walking this journey with other families, creating a safe & supportive environment where we can elevate advocacy for their loved one together.
Financial Planning
Planning for Special Needs
Estate Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning for Physicians & Dentists
Multigenerational Planning
Educational Webinar: Creating Financial Security for a Loved One with Special Needs
Join us for our special needs planning workshop for families that have loved ones with special needs, mental health disorders, and/or the possibility of long-term dependency from their loved one. This workshop will discuss how to build your team to best support your loved one for the long term, how to develop a plan, special needs trusts and ABLE accounts.
Boost your financial knowledge.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4