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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Feel Confident in Your Finances
Financial planning is a collaborative process, not an isolated event. Every person is unique and has their own individual story and goals.
Our team meets you where you are at and seeks to understand:
- What’s important to you?
- What are you currently doing?
- Where do you want to be?
- What is your relationship with money?
By answering these questions, we can build a roadmap to help get you there. We design our plans with the end in mind and realize there must be an element of flexibility – because life changes and the unexpected occurs.
We are fiduciaries which means whatever is in your best interest is in our best interest. Earning your trust and building a lasting relationship is the foundation of our planning process. We provide a judgement free zone, and we have a strong passion for financial inclusion and believe financial planning services should be accessible to all people regardless of race, ethnicity, sexual orientation, gender identity, age, background, or status.
You deserve a personalized plan that integrates all facets of your financial picture. We are here to provide solutions – whether that is planning for retirement, saving for a big purchase, protecting your family, saving for kid’s education, paying down debt, or mitigating the impact of taxes. We will be with you every step of the way.
Client Testimonial
Irina is absolutely amazing! I was immediately impressed with how organized she was. When I told my husband, he was skeptical, but in just one conversation, she won him over as well. We had an advisor before working with Irina's team, but we weren't getting what we needed. She helped us create a plan to tackle credit card debt that our other advisor didn't. Now not only are we credit card debt free, but we have been able to invest, we have an emergency fund, and we are closing on a new house. All things we never thought were possible! If it weren't for Irina's team, we wouldn't be where we are now. We involve her in any financial decisions we make as an instrumental partner. If you want to retire at a certain age and aren't sure how to make it happen, you aren't sure how to invest, or you have a big goal that feels overwhelming, Irina's team can help. If you follow her plan, you will be okay and never feel alone. She starts with where you are and develops a manageable plan while having fun along the way. As our goals have evolved, she follows along and adjusts the plan. We have the utmost respect for her and can tell she genuinely cares and is excited about wealth management and education, which keeps us motivated to move forward. Everything about her has been a wow for us!
Client Testimonial
Irina was a blessing from the sky! When she first reached out, I was hesitant, but after our initial meeting, I felt lucky we connected. I could tell she cared about helping, and she was very straightforward. By answering my questions, helping me create a budget, setting a goal that I could actually follow, and guiding me every step of the way, she made it easy to get started, build wealth, and take control of my financial life. Now I feel empowered that I have control of my finances, and I'm encouraging my daughter to do the same. Irina helped me see things differently, which allowed me to grow personally. She is my saving grace!
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
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