Northwestern mutual financial planning

It's difficult to separate the financial needs and goals of your business with the goals you set for yourself and your family.

Some people think it's a retirement plan. Others a budget. We're here to clear things up. Get a glimpse into how we create a financial plan and what yours could look like. Your plan is built specifically for you, so no two are alike. Together with your financial advisor, you'll look at:. No matter where you're starting from, we'll give you a snapshot of your financial big picture so you can see exactly where you stand today.

Northwestern mutual financial planning

Saving for a home, saving for college and funding retirement are some top savings goals that people include in their financial plan. Planning with a financial advisor can help you identify blind spots and find opportunities to make your money work harder for you—and adjust to life changes that come your way. Think about the last time you took a big road trip. Rather than hop in the car and wing it from point A to point B, you probably mapped out the best route first; found hotels and scenic points along the way; and planned a backup route in case a traffic jam or stormy weather knocked you off course. Financial planning is a bit like preparing for that trip—except point A is where you stand with your finances today, and point B is the future you who has accomplished your goals with the help of smart money decisions. Some common financial planning goals people plan for include:. Getting married, which can include combining finances or planning as a couple. Buying your first home or buying a second home or third home. Growing your family and planning for costs of raising a child. Paying off debt. Creating college savings plans to send kids to college.

Do I need to be wealthy to have a financial advisor? They'll think of all the what-ifs so you don't have to and guide you through life events big and small, like paying for college, buying a house, getting married, having a baby, adopting a child, retiring or inheriting assets. Good northwestern mutual financial planning.

Having the right financial expert in your corner gives you the confidence to live the life you've always wanted while being ready for whatever comes your way. With Northwestern Mutual, you'll get a financial partner who really hears you—who listens to your concerns and guides you through them, so you know you'll make the best financial choices. Working together, you and your financial advisor will design a flexible plan tailored to your life and your needs. And as your priorities change, your advisor will be there every step of the way, adjusting your plan to keep your goals on track. Our advisors can show you the right financial steps to take you closer to the life you've always wanted. Here's what you can expect when you work with one:. A judgment-free, pressure-free environment.

Some people think it's a retirement plan. Others a budget. We're here to clear things up. Get a glimpse into how we create a financial plan and what yours could look like. Your plan is built specifically for you, so no two are alike. Together with your financial advisor, you'll look at:. No matter where you're starting from, we'll give you a snapshot of your financial big picture so you can see exactly where you stand today. Saving for a new home, making a career pivot, or retiring early—we'll show you how close you are to your goals, any gaps you have, and opportunities we find. Get personalized strategies to help grow your money while making sure everything's protected—so you know the right moves to make today and later on. Your advisor listens to what's important for you to do today and down the road and designs a plan, with personalized recommendations tailored to your life, to make it happen.

Northwestern mutual financial planning

What is a financial plan, exactly? It shows you how the different parts of your financial life like your investments, retirement accounts, savings, debt payoff plans and even insurance work together to get you to where you want to be financially. A solid financial plan will include flexible strategies to grow your money over time and to protect it from the curveballs life will inevitably throw. The first step to creating a financial plan is to sit down and think about what you really want both now and in the future. A financial advisor will get to know you and learn about the goals that are most important to you — and even help you identify some goals you may not have thought about. Common goals might include buying a home, preparing to have kids and sending them to college, protecting your family, starting or growing a business and being able to retire comfortably. For instance, is it more important to have enough money to retire early or to have enough to see the world in retirement even if it means working a little longer? The best financial plans include a range of options that can help put you on the best route to your goals while including the flexibility to take detours if needed. These may include:.

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Talk to an advisor about your needs. Your go-to financial professional to guide you Your advisor listens to what's important for you to do today and down the road and designs a plan, with personalized recommendations tailored to your life, to make it happen. But remember that as your life changes, so will your financial plan. Go from stress to yesss. And if you don't have all the answers, that's ok. Where you are now No matter where you're starting from, we'll give you a snapshot of your financial big picture so you can see exactly where you stand today. A financial plan can include:. When used wisely, debt can be a great financial tool. And when the unexpected throws a wrench into things, your financial plan can help you recalibrate, sort of like a GPS for your money. Read the article. Our financial advisors can help you plan and manage your business with products and services that work with your financial plan.

Our financial advisors help you do it. Our financial advisors help protect your family and keep your goals on track with insurance designed to give you financial flexibility, protect your income, and more. Our advisors can show you the right financial steps to take you closer to the life you've always wanted.

Do I need a financial advisor? How is Northwestern Mutual different from others? Learn more. Here's what you can expect when you work with one:. One of the biggest benefits of your Northwestern Mutual financial plan, besides setting yourself up for financial success today and down the road, is the confidence it gives you to know that you can do the things you've always wanted to—without having to worry if you can. Having your financial basics handy will be helpful. Andrew has been involved in financial planning for 15 years and specializes in retirement distribution planning. Why is financial planning important? Others a budget. Long term care planning. What are the benefits of financial planning? Depending on the policy you choose, life insurance may also play additional roles during your life. Advice on which savings and investment vehicles can help you reach your goals, and how to manage your portfolio according to your needs.