Matthew Thomas Prunier, CFP®, CLU®, ChFC®

Wealth Management Advisor

How We Work

Our Planning Process Puts Clients First

Our Financial Planning Process

Our approach to financial planning involves four steps:

  1. Identify your goals.

    Our team makes sure they understand what’s important to you and your loved ones, where you are today and where you want to be in the future.

  2. Develop your personalized plan.

    We then analyze your financial situation and develop recommendations that can help you and your family achieve your specific financial goals and priorities.  We will spend time educating you about potential product and strategy options and help you make informed decision about the solutions best suited for you and your family.

  3. Implement your strategies.

    Our team takes great pride in making it as easy as possible for clients to implement the recommendations that resonate most.

  4. Review your plan.

    Even small changes in your life can impact your financial plan. Our team is always available to help you adjust your plan as needed over time and create financial security that evolves with you and your family.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck