Our Mission

Our mission is to provide a customized approach to financial planning.  We partner with our clients to achieve confidence and peace of mind on their path to financial wellness.


OUR PLANNING PHILOSOPHY 

We work with you to create a comprehensive plan.

Your plan should be tailored to your specific financial landscape.

We ask the right questions to help you define and prioritize your needs and wants.

Advice based on your best interest.

Your plan will have specific goals, actionable items and a clear timeline.

If you have a growing family and/or career, currently in your homestretch years, in the tech space, a young professional, or any other stage of your life, our team is here to provide relevant education, recommend solutions and partner with you to execute your financial plan. 

MEDIA MENTIONS

In addition to helping our clients thrive, we strive to positively impact individuals across the country by educating them on the importance of financial planning, building a healthy relationship with money, and effectively planning for the future. Chantel has spread this information through her appearances and features in Forbes, LIMRA, Women's Health Magazine, MarketWatch, Fox News, Bloomberg Radio, Cheddar TV, Hello Giggles, USA Today, and others.

Best Money Moves for 2021 - How You Can Reimagine Your Financial Future


Planning for the Unexpected

Life can throw some unexpected events at you, and it’s easy for them to derail your financial goals if you haven’t planned for them. This video talks a bit about one of the easiest ways to protect yourself and your most important asset: your income.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company, 20211
  • We're one of the Top U.S. Independent Investment Broker-Dealers.2
  • In dividends expected to be paid to policyowners in 2023.3
  • AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
1©2017-2021 and TM, NerdWallet, Inc. All Rights Reserved.

2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.

3Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.

4Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2021; Fitch Ratings, AAA (highest), December 2021; Moody's Investors Service, Aaa (highest), December 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

Chantel Bonneau Stewart

Chantel Bonneau Stewart, CFP®, ChFC®, CLU®, RICP®, WMCP®

Wealth Management Advisor

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.