Our Financial Planning Approach

These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.

Our team will design a personalized financial plan with the right insurance and investment strategies, so you can take care of the people and things that matter most. And with the highest financial strength ratings of any US life insurer1, you can count on Northwestern Mutual to be here whenever you need us.

Our version of financial planning

Some companies only focus on insurance. Others on investments. Our advisors look at your financial big picture and recommend the right insurance and investment strategies in one integrated financial plan, designed to help you live the life you've always wanted.

with where
you are

To get you where you want to go, we'll help you understand where you are today.

  • Your priorities, values & goals
  • Your income
  • Your assets
  • Your liabilities

what you have

Life is full of ups and downs. We'll help make sure you have everything you need for both.

  • Life insurance
  • Disability insurance
  • Emergency fund
  • Long-term care planning


We'll help you balancepaying down debt whileyou make progress onother goals.

  • Credit card debt
  • Student loans
  • Mortgage & other loans


Get realistic saving and investing strategies to help achieve each of your goals.

  • Retirement income strategy
  • Growing your family
  • Buying a home
  • Saving for college


Get a step-by-step guide to put your plan into action, and a partner to help you every step of the way. And as your priorities change, your plan will, too.

  • A personalized budget
  • Goal calendars & contributions trackers
  • Insurance & investment recommendations
  • Estate considerations

1Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2021; Fitch Ratings, AAA (highest), July 2021; Moody's Investors Service, Aaa (highest), July 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.