Kaitlyn Shean- Northwestern Mutual

Let’s create a savings plan that helps you satisfy your wanderlust. Once that’s out of the way, these clever travel hacks can help you conserve your funds no matter how you vacation.

What can help you protect those who matter most, save for an emergency, save for college, give you more options in retirement, and leave something behind to your loved ones after you’re gone? The right life insurance. Want to know more? Reach out and let’s talk.

Whenever you’re wondering about your finances, you can feel good knowing they’re just a tap away. Reach out and I’ll send you an invite to activate your online account. Have one already? Download the Northwestern Mutual Mobile App today. http://spr.ly/6185ZzsIB

Does this look familiar? Only 29% of U.S. adults have discussed inheritance, wills, and estate matters with their parents or guardians. These conversations are crucial, and I’m here to help make them go as smoothly as possible. Reach out to get started.

*Planning and Progress Study, 2023.

When everything is in one place, your financial picture gets a lot clearer. Ready to see for yourself? I’ll send you a personal invite to activate your online account. Already have one? Get the Northwestern Mutual mobile app here: http://spr.ly/6188Zzsmr

Fun fact: A common reason for purchasing a life insurance policy is having a baby. Reach out today to make sure everything is set up for success as you embark on the exciting path to parenthood.

So you’re in your 30’s, work’s going well, and you have some goals you’re excited about. Cool—but how will you reach them? Start by figuring out your net worth. From there, I can make a financial plan to get you to your goals. For more, look here http://spr.ly/6184ZztmC

You can’t buy peace of mind, but feeling financially secure definitely helps. I’m here to help you make sense of your finances to have you feeling comfortable and confident with your money.

When it comes to financial planning, your life goals are the canvas. Take our Financial Planning Tour and learn more about how we can work together on making your good plan into a work of art. http://spr.ly/6182Zzxbk

Credit card debt, high-interest loans—these are no one’s favorites. But managing, paying down, and eventually paying off your debt is key to reaching your goals. Two popular approaches are avalanche and snowball. See which one suits you here: http://spr.ly/6188kH5HI

While six months of expenses is great to aim for, one size doesn't fit all when it comes to emergency funds. I’m here to provide personalized guidance, tailored to your specific needs and goals. Set up a call with me and take control of your financial future today.

Your legacy is about more than passing on possessions. It’s about the values and knowledge passed to the next generation. For instance, let’s get a jump on building generational wealth by teaching our kids about money at an early age. Check out more tips: http://spr.ly/6183kH5hl

Good news: planning for retirement sooner pays off later in a big way. And the better news? Starting to save now doesn’t need to impact your current lifestyle. I can show you how.

Life Insurance shouldn’t be an afterthought. DM me and we’ll get a plan together to help secure the future of the people who depend on you.

Guaranteed lifetime income. Sounds good, right? And the best part: you don’t have to make a big upfront financial commitment. Small contributions over time are all you need. Reach out and let’s talk about how you can get the most out of your retirement.

Raising a child costs more than your time and energy. There’s money involved too. I can help you create a financial plan that helps you budget for all your childcare needs. DM me to get started.

At times, finances can be challenging. We’ve all been there. But that’s where I come in. Our study shows that 75% of people who work with a financial advisor feel more confident about their money. So reach out and let’s make a plan that will have you feeling good.

*Planning and Progress Study, 2023

If I could, I’d leave signs all over town to remind everyone about the importance of a good financial plan. But in the meantime, this one will have to do. Let’s make today the day we work on realizing your financial goals together. Ready to “sign” up?

If you’re in your 30’s, you might have some debt— student loans, credit cards, maybe a car payment. But did you know that some debt is considered good and some bad? To see how to manage debt and get some proven repayment strategies, check this out http://spr.ly/6185nXzD7