Holistic Financial Planning | Creative Solutions
As a Northwestern Mutual Financial Advisor, my mission is to help you achieve financial security for your family and business. I work with my clients to build and execute a holistic plan customized to fit their individual goals and objectives on both the risk management and wealth accumulation and distribution sides of their financial strategies.
While some firms are primarily concerned with their bottom line, sales, and/or gathering assets, we work differently. Our primary concern is our clients' needs and goals. Only once we understand what is important to our clients can we start charting the course of action. There is no one best solution for everyone and we understand that every situation, family, or business is unique. We work through strategies that are centered around what is important to each client while delivering a holistic planning experience; not cookie cutter plans or blanket recommendations.
My clients are successful individuals who are forward thinking and serious about helping to make sure their futures are secured, on track, and aligned with their values. They are people who want to live life more fully and know they are taking the right steps by having a dynamic and comprehensive plan. After all, we are not just dealing with numbers. We are dealing with people's lives and our clients rely on my team to manage the entire process so they can help turn their dreams into reality.
Julie and her team are the guiding light in order to help clients achieve peace of mind.
Feel good about your future.
The Northwestern Mutual Difference
Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.