Kayla Van Winkle, Northwestern Mutual

Financial Advisor | Problem Solver | Glass Ceiling Breaker | People Connector 

I educate and support my clients, to better understand and implement key financial philosophies, that will ultimately lead to their personal version of financial security. 

Step One: Get to know each other, well. The goal of the first meeting is simply to know more about one another and make sure our professional relationship is a good fit on both ends.

Step Two: Build an initial plan, illustrating your current state and how life would look if you continued doing what you are doing now.

Step Three: Motivate. Implement. Follow Up. The journey to financial security is a long-term path--no short cuts here.