"What can I do better financially"

My focus is to provide you with relevant education, enabling you to make more informed and confident financial decisions. From the beginning of our relationship and consistently throughout the process, I ensure that we will continuously evaluate and optimize your financial strategy. 

What my financial planning process is like...

After a personal introduction, I will guide you through an insightful conversation covering essential financial planning topics to understand what matters most to you, provide relevant information and we'll identify the most impactful areas to discuss. Over time, we'll implement strategies to improve your financial situation, ensuring you can easily make more informed decisions and have less financial worry. 

Infographic of a pyramid divided into 4 parts surrounded by circular arrows

  1. 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.

  2. 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.

  3. 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.

Articles to 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