Financial Planning

Every event in life brings unique opportunities. We can help you be financially prepared to take advantage of them. When you work with our team to develop a financial planning roadmap, we’ll apply time-tested strategies, providing expert advice and making recommendations based on where you are today and where you want to be in the future. And along the way, you’ll have the knowledge and insight to make financial decisions that are right for you and your loved ones, so you can meet each of life’s milestones with confidence.

Create a Budget

To reach any financial goal, you need to understand how much is coming in and how much is going out each month by establishing and spending within a budget.


Getting Your First Job

Now that you have your first job, you no doubt have big dreams and lofty goals. You need to ensure you can achieve them. By taking the first step now, you’ll be setting yourself up for a lifetime of financial security.


Getting Married

If you’re about to be married or are newly married, you probably have big hopes and dreams for your future together. Make sure you’re financially prepared – as a couple – to make your dreams a reality.


Buying a New Home

Buying a new home can be one of life’s most gratifying accomplishments. As you prepare to take that big step, make sure you’re ready for the financial commitment. When you approach your decision with confidence, you’ll be free to enjoy this exciting time in your life.


Welcoming a Child or Grandchild

Now more than ever, your goal is to protect the financial well-being of your family. As you welcome a new child or grandchild, evaluate your financial plan to ensure it’s designed to meet changing priorities as your family grows.


Funding a Child’s Education

If one of your financial goals is to pay for a child’s education, the earlier you create a college savings plan, the better. Not only will you save more, you’ll have more time to ride the ups and downs of the financial markets if you choose to invest your savings.


Changing Jobs

If you’re thinking about changing jobs – or are plunging into self-employment – make sure you are financially prepared to transition smoothly. A new position can be an exciting opportunity, but it may also add to the financial demands on you and your family.


Losing a Job

Losing a job can take a toll on your ego. But it doesn’t have to take a toll on your financial security. There are steps you can take to lessen the impact of temporary unemployment and protect the financial well-being of yourself and your loved ones.


Living Comfortably in Retirement

Now more than ever, planning for your retirement is critical. At Northwestern Mutual, our approach to retirement planning is designed to help you get to – and through – retirement with a greater level of financial confidence, so you can relax knowing you have a road map to achieve your goals.


Building Wealth

At Northwestern Mutual, our financial planning process and investment advisory services are designed to help you zero in on what’s most important to you, prioritize your goals and develop strategies to bring your vision for the future to life.


Accident or Illness

An accident or illness can change your life in an instant. Of course, most people don’t like to think about the potential ramifications of a disabling disease or traumatic event, but these incidents happen more often than you might think. That’s why protecting your ability to earn an income is important.



Divorce can be disruptive to you and your family. Eliminate some of the stress of reinventing your life by taking control of your financial planning.


Loss of a Loved One

Of all the challenges in life, the loss of a loved one can be one of the most painful experiences you will encounter. By having a financial plan in place to manage the financial consequences of losing a loved one, you can focus on addressing the emotional challenges death may bring.


Estate Planning

When you have an estate plan in place, your children or other loved ones won’t be burdened with making tough decisions on your behalf when they’re already dealing with your illness or death.



At the outset, your financial plan may not need to address all of these life events. But over time, as your circumstances and priorities change, we’ll work with you to adjust your plan accordingly.