Whole Story Planning - Northwestern Mutual

Whole Story Planning - Northwestern Mutual We help you write the next chapter of your whole story when planning for a child with a disability. They are:

1.

I'm experienced in special needs planning because I'm also a special needs parent and live the daily challenges with my daughter, Hudsyn. When we begin planning with your family, you will need three professionals at the table. Estate Planning Attorney who will offer you expertise on things like guardianship, a special needs trust, etc.

2. Government Benefits Specialist – someone who not only help

s us with access and identification of programs at the local, state and federal levels but gives us the cost planning analysis needed to determine just “how much” needs to go into the special needs trust at your passing. We work with several experts in this area depending on your child's needs.

3. And myself, a Financial Advisor – typically I’m the quarterback for your plan and help make communication with these folks simple and consistent for you and your family. We’re different than most firms in that we bring these three professionals to the table to coordinate your family’s plan. You and your children receive a holistic plan that covers both risk management and long term investment planning. We make sure the right documents are in place but most importantly that those documents (like the Special Needs Trust and ABLE accounts) have a detailed funding plan upon your passing or inability to care for your loved one.

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get start...
06/15/2026

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your...
06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6189B86Ne1

An annual review is just as important as creating the plan. An annual review is a time to update us on what has changed ...
06/12/2026

An annual review is just as important as creating the plan. An annual review is a time to update us on what has changed over the past year, and what is expected to change in the coming year. If you are not consistently updating as things change, your plan becomes ineffective, therefore leaving your child and your family potentially unprotected.

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

What does a fully-funded Special Needs Trust actually mean? How do you know when your child’s needs are “fully funded?”...
06/10/2026

What does a fully-funded Special Needs Trust actually mean? How do you know when your child’s needs are “fully funded?” First, you must quantify the amount your child will need to support themselves for the rest of their life, then you need to come up with a plan on how the funds will be received for your child. Is your plan tax efficient? Will it last? Have you stressed tested it? If these questions create fear or anxiety, call us. We can help.

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte...
06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6184B8L3Ru

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidenc...
06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6184BBGF2A

When your child has lifelong care needs, certain ages bring big legal and financial shifts. At 18:Your child becomes a l...
06/05/2026

When your child has lifelong care needs, certain ages bring big legal and financial shifts.

At 18:
Your child becomes a legal adult, that means you may lose automatic access to
- Medical decisions
- Financial accounts
- School and care records

At 21:
Many school-based services end. Adult services and benefits take over. This is where planning for:
- Housing
- Day programs
- Employment support
- Care coordination
- Child waiver programs may end or shift

At 26:
Health insurance rules change. Coverage through parents’ plan may end. Families must prepare for long-term medical and financial coverage strategies.

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6183B8iY5B

Address

Leawood, KS

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19137480660

Website

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