A Partner for Life.

Getting Started

We conduct an initial complimentary meeting with a potential client to gather data, identify goals and determine how we can be of service. The individual or couple can then decide if they would like us to build a comprehensive plan, which we would present at a follow-up meeting. At that point, the prospective client may choose to engage us in an ongoing financial planning relationship.

Implementation

Most clients choose to have us implement the financial plan we have created for them (though this is not required). This entails signing an Investment Management Agreement, setting up brokerage accounts and transferring assets. We manage the entire process, including filling out paperwork and making sure titles and beneficiaries are set in accordance with the proper legal documents.

Monitoring and Updating

When we implement a financial plan, it is just the beginning of our relationship with the client. We monitor and update the plan as the client transitions through the various phases of life (accumulation, education funding, retirement) and in response to changes in the tax code and investment landscape. Periodic face-to-face reviews are scheduled to evaluate the progress toward stated goals.


Disclosure

NorthWest Financial Services (“NorthWest”) is a registered investment adviser offering advisory services in the State(s) of AZ, CA, CO, FL, IN, MI, KY, OH, TX, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NorthWest in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NorthWest, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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9333 N Meridian St. STE 300
Indianapolis, IN 46260

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