Skip to main content

Concierge Planning

A “white glove” planning service

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