net worth development
We measure net worth differently than most. Yes, it starts with the money. But for us, that’s just the beginning. Our take on what others might call “General Financial Planning” is anything but general. It’s a far more holistic, evidence-based approach to ensure your financial strategy plays a larger role in helping you achieve your larger life goals.
What you may be thinking:
- How can I feel more confident and assured with my overall finances?
- How do I balance today’s needs with tomorrow’s dreams?
- What’s the best way to adjust my financial plan as things change in my life?
- How can I find better balance between work, life, family, and other personal priorities?
- How can I make an impact on my community, family, and those I care about — today and when I’m gone?
we’ve got you covered
Whether you’re nearing retirement or already in retirement NAM advisors can help craft a retirement plan based on the best interest of your financial goals.
schedule a consultOur Approach
First, we’ll get a complete and comprehensive understanding of your assets, investments, liabilities, cash flow, and other key attributes of your financial life. Then, we’ll do the same with your values, ambitions and broader life goals to identify opportunities to help your finances work in harmony with your needs. Together, we’ll build a strategic road map for long-term planning and rediscovery. We also frequently coordinate the efforts of your other financial and legal professionals to ensure all aspects of your life are working in tandem toward your specific goals.
Our Net Worth Development Conversations
- Net Worth & Cash Flow Tracking
- Emergency Savings Planning
- Strategic Account Contributions
- Coordinating with all your Financial, Legal and Tax Professionals
- Debt Reduction Planning
Christine joined the NAM team in 2020, along with her six-plus years of Administrative and Executive Assistant experience. She was born and raised in Wisconsin. She has a love for film, comedy writing, and music, particularly between the 50’s and 80’s.
During my salad days, I studied business at the University of Minnesota and the Carlson School of Management. Taking this route seemed to make sense when I graduated high school, as it offered the opportunity to pursue a career in business. However, the experience didn’t go as planned. I found myself disillusioned by the focus and teachings of business school, with many of the lessons revolving around detached relationships focused solely on profit. I eventually concluded that this was not my personal path. I chose instead to purse a passion – writing – and veered off into journalism for the next six years of my life.