UPDATE AS OF 01/01/2025

Hello and welcome, I’m so glad you’re here!

I am currently out of the office on maternity leave (enjoying this special time with our new baby girl Luella Marie), with the intention of returning mid-April.

For Existing Clients

My email is being monitored periodically to ensure the important things are addressed. However, if you have an urgent need, you can reach out to Alix, the home office, or utilize self-service via your online account with NM. Otherwise, I will follow up with you when I return.

Self Service: NM.com

Home Office: 866-950-4644 | Trade Desk: 866-300-9625

Alix Thairuammit (she/her) | alix.thairuammit@nm.com | 608-662-3939*

*Alix works on Central Time hours*

For New Clients

If you are interested in becoming a new client, or would like to refer someone to our team, we will start accepting new clients again in April. Please reach out to Alix (alix.thairuammit@nm.com) to ensure you get an appointment in April.

Thank You

Thank you for your patience as my team and I work to respond. Talk soon!

PS – If you want to see photos and updates of our little Lulu, you are welcome to follow along (and/or request me) on Facebook or Instagram.

Heart-Centered, Compassionate, and Collaborative Financial Planning

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You’ve Put In The Time

You're saving, you have a good job with good benefits, you’ve spent hours playing with various retirement and financial calculators online, you’ve attempted to do some education and research about financial planning thru online blogs and articles, free classes and webinars, or perhaps a finance book a friend recommended… But still, you're not sure if you're doing it ‘right’.

Welcome! You Are In The Right Place.

Our clients often come to us feeling this exact same way.  They wonder if they’re missing out on some key strategies, they realize that they don’t know what they don’t know, and more importantly, they are realizing that they don’t have the time, energy, or desire to be an expert in financial planning.

This is the moment they realize the value of outsourcing – the value of seeking the guidance and advice of a professional they can trust…

People Come First.

From the moment we meet, our team will first focus on connecting with you, as a human. At the risk of sounding corny, we genuinely like people and want to see them succeed. Whether you are a mid-career professional looking to get your financial ‘house in order,’ or you’re 10 years out from retirement and want to make sure you make your money last  – we want to partner with you in your long-term success.

Let's Get Started

Are you ready to get started? Here is a snapshot of next steps:

  1. Schedule an initial meeting with Kara
  2. We’ll get to know you, like really get to know YOU -- your feelings around money, your family dynamics, your most important goals, hopes, and dreams, and lastly, your finances
  3. We will analyze and test your current scenario, collaborate with you to design a meaningful plan, and partner with you to put that plan into action
  4. We’ll stay in touch, year after year, to help keep you on track, and make adjustments as life inevitably changes
getstarted

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

Boost your financial knowledge.

A Financial Plan for the Life You Love