IQONIC Planning Process
Step 1: Discovery
Step 2: Collaborative Results
Step 3: Assurance
Step 4: Strategic Activation
Step 1: Discovery
- We spend time with you uncovering what you want your life to look like now and in the future.
- Along with what you want, we understand what you’re doing now to achieve your goals.
Step 2: Planning and Solutions
- Our dedicated planning team constructs a financial roadmap for you and your family.
- Your financial plan tells us how we can achieve the financial security you desire.
- Along with the financial plan, we co-author a generational family plan that allows you and your family to enjoy the success together.
Step 3: Implementation
- Our access to Northwestern Mutual’s insurance and investments solutions means your plan is backed by one of the strongest, highest-rated companies in the marketplace.
- Our in-house onboarding team ensures your plan is put in place with timeliness and accuracy.
- Exclusive access to the Northwestern Mutual client website at the NM app means your plan is never more than a click away.
Step 4: Review and Update
- A personalized financial plan review schedule ensures our conversation is ongoing and your plan stays on track.
- Clear communication and consistent contact is paramount in making sure that as your life evolves, so does your plan.