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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.
To help clients achieve their objectives, John Mitchell works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so John uses a four-step approach in working with his clients:
John Mitchell's planning process is unique – he starts at a different plane than other advisors. He starts above the planning horizon and focuses on helping you clarify your Mission, Vision, Values and Goals.
Then he focuses on the issues below the horizon – Strategies, Tactics and Tools.
By staying above the horizon and gaining clarity around your goals, John can help you make wise choices about the solutions below the planning horizon.
Working in the best interests of his clients is John's business, and he takes this role very seriously.
John has the expertise you need, holding a Juris Doctorate as well as the Certified Financial Planner™ certification. In addition, he brings more than thirty years experience working with successful people to help them create a vision for their financial future.
Email John at john.mitchell@nmfn.com or connect with him on LinkedIn.
Visit these links for access to recent market analyses:
Copyright 2011 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in Fee-Based Financial Planning program at the Northwestern Mutual Wealth Management Company.
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