Simplify Your Finances & Maximize Your Life

Financial Planning Made Easy, Engaging, and Effective 

 

Are you tired of juggling so many things in life? Adding "learning about finances" to that list can feel overwhelming or even forgotten altogether. But there is another option that can make financial planning enjoyable, engaging, and understandable. We believe in getting the most out of life while being financially responsible. 

With our simple 50/25/25 budget rule, you can achieve financial responsibility and still have fun! 

Close up of Mother and Daughter on Daughter's graduation day

Our team primarily works with busy families, medical professionals, attorneys, and business owners like you. We understand the challenges you face and aim to align all the pieces of your financial life with your hopes, goals, and dreams. We are committed to ensuring that your objectives come to fruition, even in the face of unexpected challenges. 

While others may focus solely on growth or return, we understand that growth isn't always a straight line. Just like your kids or career growth, what matters is seeing positive returns over time. 

Ready to take the next step? 

Opening Doors to Internship and Career Opportunities

As a College Unit Director, I help lead a team of college financial representatives at Northwestern Mutual-Appleton 

Our Top 10 internship[i] program provides college students with an opportunity to learn the fundamentals of financial planning and test-drive the career as a financial representative.  Through the experience, young professionals also develop important business skills ranging from networking to time management.  

Visit our Internship website to learn more. 

Boost your financial knowledge.