To provide outreach that’s mutually beneficial, whether that be networking or shared resources, I’d love to connect!

For those interested, I provide no-cost financial plans with Northwestern Mutual, also holding an emphasis on long-term growth through investments and risk-mitigation through insurance.

Perhaps this gives insight of the process to those considering financial planning as a profession or supplementary support to DIY plans towards personal, professional or financial goals.

Posting as :
works at
You are currently posting as works at

Thanks for posting! You've got a great approach.

like

That’s very encouraging- thank you! My efforts are to be of genuine benefit to others, in a way that resonates with me personally. It’s been a great outlet to connect with others, seeing the impact in their lives.

How do you offer comprehensive financial planning with just insurance?

From my perspective, insurance is a useful tool in diverting risk. From a financial planning standpoint, it’s advocated in most instances, after a foundation of savings/emergency funds are established.

The plan itself typically has more to do with where funds are being allocated after income/expenses are addressed and foundational financial habits are in place. Then growing wealth through investments and protecting against the unknown with insurance.

If we’re just addressing insurance, then I would consider that to not be a comprehensive plan, but merely a transactional interaction, which is not the intended purpose of my practice.

Hope that helps!

Related Posts

Am wrking TCS. For am medical emergency I have applied for salary advance today and it is approved.Buy amount is not credited. Ould any one let me know when will I get that money. I need that money for an medical emergency.

Is that possible will I get today?

Tata Consultancy

like

Any ideas on how to negotiate a delayed start date? I really want it to be Jan. My mental health needs some time off and this company breezed through interviews to offer in 1 week when I was expecting it to take at least a month. I really need some time to recover from burnout.

like

Taking control of my sexual health this year but I’m quite nervous about getting an IUD. What if it’s uncomfortable or my partner feels it during sex? Please share your personal experiences with me, have they been overall positive? Does it shift depending on how rough/ lengthy your partner is?

like

Anyone else feel like family law is toxic and detrimental to the attorney’s health/quality of life? My client was served w/ an order of protection against her—her ex is abusive and is gearing up for a custody battle. Of course the OP was filled with outrageous lies. My home-office phone and cell were ringing from 9:00pm- 12 am after she was served…..I am in my first trimester of pregnancy with my 2nd kid and suddenly feel like I don’t want to/cannot handle this type of toxicity.…continued….

like
like

hey folks, I am going to join Oracle ossi in Hyderabad location. I have never been to Hyderabad, and will be relocating. Please guide on what would be good areas to look for rent. Also, what would be rent like for 2/3 bhk. Ideally my budget for rent would be <25k. Initially I will be going but in future my family will join me once I am settled. Any points to note or any other gotcha to keep in mind ? Please suggest.

like

What short-term trades are you making through the rest of the year (close position by 12/31)?

Let's say you work remotely full time in private/group practice. Mental health or Wellness.
What's your maximum client load for a week? 20? 30? ... 10?

like

Hi Everyone. Happy Tuesday. I’m looking for an HR Generalist role or something similar in the Chicagoland area. Some background I’ve been at my current company for 9 months, they have decided to relocate to Texas, and have asked me to move there to continue my role, I declined. I have 5 years of experience. Things at my current job have gone from bad to worse, it’s affecting my mental health. I’m looking to get out as soon as possible. Any help would be appreciated!

like

Any experience with Hodinkee insurance for watches? My research says it’s a better deal than scheduled on HO policy. Better coverage and $0 deductible. I have 3 Rolexes and a Breitling.

like

Hey! I’m new here and would like some input. I’ve been working in a new position for almost 5 months. In that time I’ve witnessed some unethical and lots of unprofessional behavior. I’ve been yelled at and berated by my coworker 3 separate times because of minor errors. I’m ready to quit. There are so many major issues in this company that I don’t know if I want to subject my mental health to this degree of toxicity. I just don’t know how to move forward from here.

like

Guidehouse 🐠 on the healthcare team: What is the salary range for a Senior Associate? Ive looked online and it seems it can range anywhere from base $ 97,000 - 107? Any insights? Thanks

USI Insurance brokerage and consulting - thoughts? A recruiter reached out to me via linked in and I was wondering if anyone had any opinions on this company. They seem to have decent reviews on Glassdoor but I was hoping to get more insight into workload and comp. Thanks in advance! USI

like

What are the best associate boards to join for healthcare?

like

Any expecting Deloitte moms here? What insurance plan are you getting? I’ve been on husband plan but wondering if I should switch this coming year!

like

Best investment book recommendations?

like

Can someone explain to me what my cost would be if I took a 50k cares act withdrawal from my 401k? It says there is no 10% early withdrawal penalty but the income tax will have to be paid. If I withdraw 50k how much will I actually take home after applicable fees and NYC taxes? I'm trying to figure out if it is worth dipping into my retirement. Do anyone have any experience with this? Thank you.

like

Hi, I graduated with a bachelor in Healthcare Management and I currently work for McKesson Canada as a team lead for patient services. I am thinking about doing a masters degree in either Healthcare Management or Public Health. Which one should I go for? MHM/MHA or MPH?

like

Mental health is busy, looking for tips to help manage tasks, currently I supervise 12 therapists in 3 different departments that are all different with unique dynamics in each dept. I still carry a small caseload on top of this. I'm struggling with my patients and worry I am not giving them my best, I wax and wane between focusing on patients and therapists. Looking for advice navigating this type od conversation with my leadership, we have all been asked to work on increase billable time...

like

I’m a recent grad struggling to look after my health when I’m stuck in a cubicle 10+ hours a day. How do you juggle a healthy lifestyle with long hours at a desk?

like

More Posts

Thinking of changing careers to analytics but no clue where to start. Any pointers?

Has anyone been able to start their own consulting biz on the side? I am a PM with 9 YOE/MBA/PMP and a Big 4 consulting background in the healthcare space. Did a lot of systems implementation, integration, training, adoption in the past. Appreciate all input :)

like

Does Barclays revise the offer if you get higher package before you join them ? Because they offered me comparatively average package even after negotiation. I genuinely want to join Barclays but due to inflation and all want decent package too. Please suggest

like

Are any parts of South America a safe destination for a solo f traveler?

like

Wednesday Daily Quordle 128
2️⃣5️⃣
7️⃣4️⃣
quordle.com
⬜⬜🟨🟨🟨 🟨⬜🟨⬜⬜
🟩🟩🟩🟩🟩 ⬜🟨⬜⬜⬜
⬛⬛⬛⬛⬛ ⬜⬜🟨⬜⬜
⬛⬛⬛⬛⬛ 🟨⬜⬜⬜⬜
⬛⬛⬛⬛⬛ 🟩🟩🟩🟩🟩

⬜🟨⬜⬜⬜ ⬜🟨⬜⬜⬜
⬜⬜⬜⬜🟨 ⬜⬜⬜⬜🟩
⬜⬜⬜🟨🟨 ⬜🟩⬜🟩🟩
⬜⬜🟨🟨⬜ 🟩🟩🟩🟩🟩
⬜⬜⬜⬜⬜ ⬛⬛⬛⬛⬛
🟩🟨⬜⬜⬜ ⬛⬛⬛⬛⬛
🟩🟩🟩🟩🟩 ⬛⬛⬛⬛⬛

like

I have 3+ year of experience as a Production/ Devops engineer.

Skill set: Azure, Linux, SQL, Shell scripting, Kubernates,Automation and devops tools(Jenkins).

Please DM me if there is any opening.

like

Can anyone at RSM tell me what your holiday schedule is for this year/do you close down at YE? Received an offer and says there are ten total holidays; but BDO offers 12 (YE closure included in the #)

like

Salary check; going into S2 year, CPA, MCOL city, IT audit @ 95k. Is this low?? High?? Still haven’t gotten word on my bonus for the year.

like

Is 150000 CHF a good salary for a solution architect in Zurich?

like

SO has sharp pain from the slightest arousal, anything more than holding hands has progressively gone off the table. Any attempts of passing that threshold usually lead to pain that causes stopping, and some frustration from both sides. She tried physical therapy but it didn’t seem to help.

How do we handle this? Going on almost 2 years of this getting slowly and progressively worse, and feels like it’s starting to cause some strain.

like

Any general insight on WLB between PWC and KPMG regarding cyber practices

like

What is the final round at PwC like?

like

Best female/WoC creative directors and writers in Chicago. Go!

like

Is it possible that HCL technologies employees can work from any other HCL company office like HCL infosystem.
One of the recruiter told me that you can work from any of the nearest HCL office whether it is HCL technologies or Infosystem.

like

Looking for cute winter winter jackets for a petite woman (I’m 5’2”). Any leads? Everything I try just looks like it was made for someone bigger than me...thanks!

like

Hiring a strategist is proving very difficult. Need someone who can do creative too. A few years experience enough to present confidently and run projects... keep interviewing dead ends

like

Nice polo recommendations, and work leather belts?

Has anyone applied and got approved for the extension for a credit which expires/ expired due to the delay in the score release resulting from the change in the exam structure?

like

Looking for TAS Healthcare experienced Senior Manager looking to build their own team, have a fair amount of autonomy and plenty of PE/corporate buyer clients/referral sources day one

like

Additional Posts in Finance

GS vs CLE 🏀🏀🏀🏀

like

I want to be in banking in the longer term but I am not sure if I should switch a firm. I am currently in the m&a team at a top MM.

like

Favorite excel shortcuts that many of us might not know about?

like

Why does the street, and people in general, care so much about the technicality & formal announcement of a recession (2quarters of negative GDP)? Q1 was heavily negative GDP and now FED Atlanta revised Q2 Fcst to 0.0% growth. Let's be honest with ourselves, we are in one now. Why does nobody think this narrowly and wait till data release day and then finally screech "wE aRe iN a RecEsSioN"

like

demoting a rising MO 3rd year to 2nd year when lateraling to FO - y/n? not me, but saw my group do this

like

I wish I was rich.

like

Anyone here work on the sales team/relationship management at their bank?

like

Comparable PC alternative to a MacBook Air? Looking for an ultra-light laptop that's fast, etc... Really not into Macs though.

like

I would love to work internationally, but my firm doesn't have international offices to be placed in. Advice on how to make the move without changing industries entirely?

like

Serious note... When do you feel fulfilled the most in life?

like

Apple watch owners, is the investment worth it? How much do you use the device?

like

How long after a final interview for a PE fund would you say is normal to wait before hearing a response? And what’s the time frame that after it’s passed you’re probably chalked?

like

Why all sponsors are looking for the same purple unicorn: a proprietary deal for a large uncomplicated asset that spits cash and has no capex or working cap reqs. Guess what, doesn't exist lol.

like

Best group in IB for hedge fund recruiting?

like

Tips for getting the most out of every book you read? I want to retain as much as possible while being able to reference thoughts/inspiration gained during the read later in life.

like

Interview tips for a fund management company- entry level role? (Other than researching about the company)

like

The bank I work for only direct deposits paychecks into employee accounts, then charges me to do external transfers. Is this legal?

like

What company would you never want to work for and why? Company need not be in finance.

like

I’m seriously considering naming my kids EBITDA and Leverage.

likefunny

God damn I'm too young to be balding already. Should I shave it? I'm relatively fit and stylish.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal