Niki Glen - Northwestern Mutual

Not every investment belongs in your financial plan.

When clients ask about the latest "hot stock," I start with one question: Is this sandbox money or plan money?

There's room to take calculated risks—but your long-term financial goals shouldn't depend on speculative investments. In this video, you’ll see why that distinction matters.

One of the most common things I see with clients? They’re waiting for the right moment to start their financial plan. 💸 Waiting for the raise to come through, for interest rates to normalize, for the year to feel less chaotic. But here’s the truth: That moment rarely ever comes. Starting to plan today—even when things feel messy—is always a better call. If you’re in that holding pattern, I’d love to help.

Inflation. The job market. The rise of AI. No wonder so many people feel stuck. I'm here to help you get unstuck. Let's make a financial plan that gets you moving forward.

If you're feeling like the world's a little much these days, I'm here for you. Now's the right time to make a financial plan for the life you want.

If you feel stuck, it's understandable. That's why I'm here. I'll meet you where you are and help find opportunities that can get you where you're going.