Heather Tabachnick - Northwestern Mutual

Heather Tabachnick - Northwestern Mutual Transforming triumph into legacy. Generational planning and advisory services.

http://heathertabachnick.nm.com/disclosure
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06/09/2026

Check out our updated webpage!

You know what’s really special? I get the opportunity every single day to enjoy a meaningful lifelong career alongside n...
12/12/2025

You know what’s really special? I get the opportunity every single day to enjoy a meaningful lifelong career alongside not only one of the top wealth architects in the nation (and one of my best friends - Padric Scott ) and planning specialty teams, CCP, to serve our members, but I also get to show and teach my 7 year old son incredible lessons. My partners and those we serve all know my son Mason and welcome him into the learning space understanding that topics such as business planning, wealth management, and personal development often aren’t taught.

I established my personal practice in March of 2020 - quarantined home alone with a toddler, breastfeeding between zoom meetings, balancing building my own practice and raising my child in uncertain economic and social times. Fast forward six years later we have grown into a beast of a machine, serving hundreds of families and business owners, merging two national practices and acquiring additional books of business as our capacity and mission becomes greater. My child since then has seen his mother up early to study, and up late taking calls and preparing for the next day. He knows more about personal finance now at 7 than I did at 25 (and his networth is also greater now at 7 than mine was at 25 😂).

Mason has not only seen me learn, educate, and network but has also always been in countless client meetings, seminars and events himself. Equally as important, he has also had a mother who can be the class mystery reader, holiday party volunteer, and attend every practice, game, and recital he has ever had.

Six years later and I’m grateful every single day for the career I have, the people in it, and the person, business owner, and mom I have grown into because of it all.

What a great year end celebration with the board and members of NAIFA Connecticut. It’s an honor to work, learn and advo...
12/05/2025

What a great year end celebration with the board and members of NAIFA Connecticut. It’s an honor to work, learn and advocate for our members and clients alongside fellow industry leaders. Every single day gives proof to the fact the our career is truly centered on service for those we partner with. A great friend and client recently shared these words of wisdom when asked what it takes to be successful:

“Always remember - we work with PEOPLE”.

Cheers to the holiday season and a new year blessed to have a community and business full of the most incredible people.

A few things I’m loving and am proud of from the last month:✨ Spent meaningful time with our team and my family on our b...
09/25/2025

A few things I’m loving and am proud of from the last month:

✨ Spent meaningful time with our team and my family on our business succession journey and incorporating an additional book of business into our firm

✨ Successfully and joyously trained and completed a triathlon inspired by great friends

✨ Welcomed, onboarded, and served new, community oriented and impactful members into our practice

✨ My little one started second grade and continuing growing into an amazing kid

✨ Continued my designation education by investing in and spending time learning advanced estate planning law and techniques and methodologies

✨ Blessed to have hiked another breathtaking bucket list adventure - Mount Monadnock in New Hampshire!

What “mountain” are you climbing this month?

07/21/2025

Stay focused on your whole point with a financial plan. Let’s chat today.

07/02/2025

Whether it's a mountain retreat or beachfront investment, your second home decision impacts your entire financial picture. Let's make sure it's the right move.

A snapshot to love on my people for a moment: It is POWERFUL to be part of a team that is laser focused and in total ali...
06/26/2025

A snapshot to love on my people for a moment:

It is POWERFUL to be part of a team that is laser focused and in total alignment. We truly bring care, dedication, excellence, teamwork and adaptability to all areas of this journey together. From waking up at 4:30 am to give it our all physically and mentally so that we can be our best to serve each other and our members accordingly, to learning and creating together, and of course, celebrating and honoring all of life.

This is a team that LOVES what we do and is committed to transforming triumph into legacy. In knowing that people are their own best investment, we serve the most incredible families and their businesses through generations which become family to us as well. A few pictures and posts can’t truly capture the energy of CCP, but I promise you, this lifestyle is FUN, and we’ve only just begun.

05/05/2025

It’s Mental Health Awareness Month. So, let’s take action to alleviate your financial stress. These simple steps can help you move from feeling stuck to feeling empowered. Remember, I'm here to help whenever you need guidance.

12/04/2024

Having kids changes everything, including your finances. “A Better Way to Money™” host Jennifer Borget talks with Goal Setter founder Tanya Van Court and Northwestern Mutual Senior Director Morgan Krause about the importance of teaching kids about money and how to balance shifting financial priorities in parenthood. http://spr.ly/6186tCuwK

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Hartford, CT

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+18609698541

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