Our Process

Some companies only focus on insurance. Others just on investment strategies. With Northwestern Mutual, you'll partner with an advisor who will look at your financial big picture. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.

with where
you are

To get you where you want to go, we'll help you understand where you are today.

  • Your priorities, values & goals
  • Your income
  • Your assets
  • Your liabilities

what you have

Life is full of ups and downs. We'll help make sure you have everything you need for both.

  • Life insurance
  • Disability insurance
  • Emergency fund
  • Long-term care planning


We'll help you balancepaying down debt whileyou make progress onother goals.

  • Credit card debt
  • Student loans
  • Mortgage & other loans


Get realistic saving and investing strategies to help achieve each of your goals.

  • Retirement income strategy
  • Growing your family
  • Buying a home
  • Saving for college


Get a step-by-step guide to put your plan into action, and a partner to help you every step of the way. And as your priorities change, your plan will, too.

  • A personalized budget
  • Goal calendars & contributions trackers
  • Insurance & investment recommendations
  • Estate considerations

Wealth Optimization

Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.