"A Journey of a Thousand Miles Starts With a Single Step"

Long-term financial security is exactly that, and the first step is simple: a personalized financial plan. The great news is that you do not have to go through that journey alone. Together, we will go further. We implement a comprehensive financial planning experience for highly-skilled professionals who are willing to pause their lives and seriously examine their financial position. Join our growing community of leaders, moguls, and change-makers in taking control of your financial future. 

"We fundamentally believe that life is lived best by design rather than by default. Our clients love our tailored and comprehensive approach. Tell us your story, and let's see if we can help you write your ideal ending."

—Soho Fini

Business Owners and Entrepreneurs

Soho Fini works with business owners to take advantage of unique investment opportunities at each stage of their business, from Business Start-Up to Business Growth to Business Maturity to Business Transfer.

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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.

Get a financial plan that prioritizes your priorities.

I’ll take the time to listen to what’s important to you and understand your needs. Then drawing upon a broader perspective and financial expertise, I’ll tailor your financial plan to fit your priorities and goals. From planning to implementation, my recommendations will align with your goals, not mine. I’ll be transparent about what my planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, I’ll let you know upfront about that, too.

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Here's how I’ll build your personalized plan:

  • 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. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.