Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Chris can help identify your needs and provide complementary solutions.
My Mission
My purpose is to build long lasting relationships, and to serve my clients in all aspects of their financial lives. Whether in good, bad, or indifferent times, I will do everything in my power to help make sure your planning is suitable. Our team will make sure that your personalized plan is continually up to date, and we are tracking to help you achieve your goals. Our clients have access to Northwestern Mutual’s world class financial products and services. My clients and I have a relationship in which we care about each other deeply, and challenge each other when necessary.
Our Values: Faith, Growth, Integrity, and Courage.
Christopher Carlson and his team are a values-driven organization that focuses on: Growth, Honesty, and Purpose.
As you work together, Christopher Carlson uses an approach that typically consists of these five steps:
- Fact Finding - Collect and discuss information on your current financial situation.
- Progress Check - Determine your financial goals and objectives and assess your progress.
- Financial Roadmap - Recommend a plan to help meet your goals.
- Implementation - Assure smooth implementation of your plan.
- Service - Monitor your progress; are you on track or do you need to make adjustments to your current program? How can we better serve you?
