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We love working with our clients to help make their key financial decisions easier. Our team approach gives you access to deep and complementary knowledge, with decades of experience behind it.

Our Process

Our Process

1. Learn

Get to know you, your family, or company — and understand everyone’s goals

2. Review

Review your current financials

3. Identify

Identify your most important goals and outcomes

4. Develop

Develop a personalized, comprehensive financial plan and solutions

5. Implement

Implement your plan

6. Monitor

Review and monitor on a regular basis, at your preferred cadence, to ensure the plan is on target, up-to-date, and reflective of current and future needs

How we build a personalized and comprehensive plan

By the time you’re in your 50s, you’ve reached many personal and professional milestones. When you start thinking about what’s next, retirement is likely top of mind, which makes it a great time to assess your financial security for your post-working years.

Serious, business man and thinking on computer in office, internet research and website. Focused male employee, desktop and solution of ideas, planning decision and review strategy, project or vision

Resources

Financial markets are dynamic and awash in numbers and data. But how much of it is just noise? Northwestern Mutual's market commentary, written by our experts, simplifies the complexities of stocks, economics and policy to help you better understand our view about what's moving the market.

Read the Market Commentary