Lifetime of Financial Security
February 29, 2020
“Katie Malkin & Phoebe Story are Financial Advisors with the Northwestern Mutual. Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.
When it comes to financial goals, each decision made, and action taken will have a significant impact on future financial circumstances. A good financial blueprint will lay out what needs to be done to achieve goals for tomorrow. A clear understanding of interrelationships is invaluable to confront economic issues that evolve over time.
Our years of experience tell us that there is no single blueprint that will work for everyone. Ultimately, success of a client's plan depends on how accurately it reflects an individual's wishes, and the commitment to providing for identified financial needs and goals. By taking a comprehensive assessment of a client's current situation, we help my clients prioritize goals, and develop a workable strategy with clear action steps and timetables. Through this approach we can work together to strengthen current strategies as well as implement new ones.”
**However, if you want us to write up a post about a specific planning topic – we can do that!! I did look at some other blogs and it could make sense for us to do that. Topics like education planning, tips for saving etc. Anything you think would be valuable.**