For our clients who would like more regular engagement and in-depth consulting regarding ideas, strategies, and recommendations on aspects of their financial plan, business design, or other areas of planning that require a more consistent, and higher level of communication and engagement with multiple members of the team. We Act as a fiduciary in fee-based planning and investment advisory relationships, the “golden standard” of financial planning engagement.

You’ll receive

• Real estate cash flow analysis of personal & investment properties
• Review employer stock grants, including RSU options and schedules
• In depth review of employer retirement plans and annual benefit elections
• Meetings with the client’s CPA
  • Including recommendations to multiple if no current relationship exists
• Estate planning & coordination with client’s estate planning attorney
  • Including recommendations to multiple if no current relationship exists
• Cash flow management for 1099 individuals & business owners
• Business planning and setup
• Investment tax efficiency strategies
• Access to our network of tax and legal experts within Northwestern Mutual and our community recommendations
• Annual in-depth update of the financial plan
• Stress testing retirement plans with many possible scenarios
• Reviewing outside brokerage investments
• Minimum of 2 meetings scheduled (in advance) per year with priority bookings
  • Annual in-depth update of the financial plan (or to adjust the plan)
  • One to check in on overall goals/needs in the interim
  • On demand meetings scheduled to discuss other needs as they arise
• Priority correspondence
• A Travel Experience Planning Track
  • Everyone has a trip or experience they’ve always wanted to live out, something they’ve put on their “bucket list” o We’ll specifically incorporate this goal in your plan, and help you fulfill it!
• And many more strategies as needed