Financial Process

Wise Financial - Our Mission Statement

Plan Wisely. Live Confidently.

Northwestern Mutual-Wise Financial takes a unique approach to our planning process in each of these service categories. We use a personalized consultative approach and tailor the plan around "YOU", our client:

Our Process

  • Discovery
    Determining your vision and goals; identifying financial gaps.
  • Personalized Plan
    A tailored plan to educate and provide different prospectives about solutions for you; helping to make decisions and closing financial gaps.
  • Strategic Action
    Implementing the solutions designed to achieve the desired goals and outcomes.
  • Results
    Reviewing and maintaining the implemented results; assuring confidence that the strategies in place are appropriate.