Heartwood Planning Group - Northwestern Mutual Private Client Group

09/01/2026

Last month, our team stepped away from the office for an afternoon to celebrate a year of growth, hard work, and the trust our clients place in us every day.

During the past year, Heartwood Planning Group was recognized within Northwestern Mutual as both a Forum Firm and a 3-Star Pathfinder Firm. While those recognitions are meaningful to us, what matters most is what they represent for our clients.

These designations recognize firms that are successfully helping clients make progress toward their financial goals through comprehensive planning, long-term relationships, and consistent growth. They reflect the trust families and business owners place in our team, as well as our commitment to delivering thoughtful advice, personalized strategies, and exceptional service.

Awards are nice, but they are ultimately the result of something much more important: helping people gain confidence in their financial future.

We are grateful for every client who has chosen to partner with us. Your trust allows us to do work we genuinely love, and we're excited to continue serving you for generations to come.

09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. http://spr.ly/6180B1fvQM

08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6187B1xnJf

08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. http://spr.ly/6181B1sRNW

08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6189BELqmB

08/19/2026

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Markets are broadening beyond tech. See why diversification still matters.

08/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6180BEAFMi

08/11/2026

Stocks moved higher as stronger economic data and corporate earnings helped offset concerns about a softer labor market. See what this week’s market moves could mean for your financial plan. http://spr.ly/6188B1KPOA

08/10/2026

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan ahead so seasonal expenses don't throw off your bigger financial picture. http://spr.ly/6184BEpEB6

08/05/2026

Take a deep breath. I can help you adjust those numbers so you can be relaxed and calm more than 2% of the time. The right financial plan can help. Let’s chat.