First step of financial planning

We all know financial planning is important. But where does it rank on your to-do list? Let’s put it at the very top. Here’s Managing Director Mike Mouser talking about the importance of deeper conversations as a first step in getting your plan in place.
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Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to more than five million people with life insurance, disability income and long-term care insurance, annuities, and brokerage and advisory services.
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Transcript:
We’ve never talked to anybody that has said oh, financial planning is not important. Everybody knows that it’s important, but because of 100 things on everybody’s daily to-do list, it’s almost never urgent. So again, where that coaching and teammate relationship comes in, until somebody proactively pulls them off of that treadmill of life and has those deep, meaningful conversations, it’s always going to be a, an important thing on the to-do list. So I think our clients appreciate that we’re asking them different and deep and thoughtful questions. We have a plan not just to help them this year, but a roadmap for the next, again, 30, 40 years and for the rest of their life.