Ladies,
I am proud of all of our commitments to be financially savvy! I received several emails asking more about the planner we use and how the whole process works, so I thought I would post a little more about her services specifically.
She does all levels of financial planning from the first time someone ever meets with a planner, to managing millions of dollars.
She makes money when you make money. Basically, the companies that provide you, her client, with life insurance, health insurance, mutual funds, etc, pay her to help you get organized and go with their company. She is a broker and can work with any different company offering these services, but she works primarily with Northwestern Mutual. You do not pay her anything! She makes her money from the mutual fund/stock/insurance companies.
She is fabulous and works with several young ambitious women. She is also doing the financial aspect of my business planning.
If you are interested in learning more you can email her (Mali) at mali.phonpadith@nmfn.com
Happy Planning ![]()
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