Michelle Grippi Baker, CFP®, ChFC®, CASL®, RICP®

Wealth Management Advisor

A MESSAGE FROM MICHELLE

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.  Much like training for a marathon (or your favorite athletic event) your success across the finish line is directly correlated with the training plan you follow along the way

Most professionals in the financial services industry operate exclusively in one of three areas:

  • Asset Managers - Typically serve as investment managers focusing exclusively on "rate of return"
  • Insurance Agents - Tend to view insurance as the solution to every problem
  • Fee Based Planners - Often focus their entire business model around charging fees for plans, leaving the client to then figure out how to implement the solutions on their own

While all of these roles are important, I’ve always felt my clients are best served by a multi-faceted approach that includes all of the above. I believe that, for financial goals, each decision you make and action you take have a significant impact on your future wellbeing. Our job is to provide a blueprint that will lay out what you need to do today to achieve your goals tomorrow.

Realizing the need to take greater control over your financial life is the first step. Clients often compared me to a fitness coach.  Choosing a partner to help guide you to the appropriate action steps to achieve your desired results. 

As your advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be.

 

 

 

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