Life Insurance and Financial Planning for People Who Want Clarity Before the Next Big Decision.
Work with Sarah DePover, MBA, a Northwestern Mutual financial advisor in Waukesha, to connect protection, retirement, investments, family goals, and business priorities into one plan you can actually understand.
Answer 3 quick questions. Know what to ask Sarah first.
This is not a quote, application, or advice. It simply helps you frame the first conversation so it feels useful from minute one.
Choose one answer in each row to see the best first step.
Fast first step
Start with a focused 20-30 minute conversation about the decision, concern, or opportunity in front of you.
Book the introPrefer to talk now?
If you are ready to ask a question, call directly and Sarah can help point you toward the right next step.
Call SarahBring the pieces together
Insurance, investments, retirement accounts, business priorities, and family goals are reviewed as one picture.
See the processMost People Have Financial Pieces. Fewer Have a Clear Plan.
You may have insurance, retirement accounts, investments, business goals, or family priorities — but they don't always work together. Sarah helps connect the pieces into one financial plan.
Retirement, protection, investments, business planning, or a life change that needs order.
Sarah helps sort goals, accounts, insurance, risks, and timelines into a clearer picture.
You know what to gather, what deserves attention, and whether a broader plan makes sense.
401(k)s, IRAs, brokerage, insurance, business assets, and family goals can all point in different directions.
Big financial choices get made under pressure when protection, income, and investment tradeoffs are not already clear.
It is hard to know whether you are actually on track, overexposed, underprotected, or missing an easier next move.
Northwestern Mutual resources that answer the questions people hesitate to ask.
These official Northwestern Mutual resources are a good place to start. Sarah can help translate what applies to your household, career, or business.
A plain-language overview of term and permanent coverage, and why different policies can fit different needs.
A helpful starting point for thinking about income, debt, mortgage, education, and family obligations.
Explains common planning areas including goals, budget, taxes, retirement, insurance, investments, and legacy planning.
Covers longevity, income, health care, market risk, and withdrawal planning considerations.
A business-owner resource for cash flow, risk, succession, and connecting business health with personal planning.
A useful guide to what advisors do and how professional guidance can help organize complex decisions.
Answers people look for before they are ready to call.
These are the types of questions Sarah helps people organize into a clearer first step.
How much life insurance do I need?
A useful starting point is to look at income replacement, debts, mortgage obligations, education goals, caregiving needs, and business responsibilities. Sarah can help you review what protection may be appropriate for your situation.
What should be included in a financial plan?
A coordinated plan can include goals, cash flow, protection, retirement, investments, tax-aware strategies, education funding, business planning, and legacy considerations.
How much do I need to retire?
The answer depends on lifestyle, income sources, savings, taxes, health care, market risk, inflation, and how long retirement may last. Sarah can help model these pieces together.
Planning that brings every piece together.
Your financial life has many moving parts. Income, savings, insurance, retirement, investments, taxes, family goals, and business priorities all affect each other. Sarah helps clients organize these into a strategy that is easier to understand and easier to act on.
Bring every part of your financial life into one clear plan.
A clearer path to the retirement you want.
Protect the people and plans that depend on you.
Investments that work with the rest of your plan.
Planning for the business — and the life it supports.
Financial planning that respects how women actually build wealth.
A plan that grows with your family.
Plans built for the lives behind the numbers.
Coordinate the business, household, retirement plan, and eventual exit.
Protect the people who depend on you while still building toward long-term goals.
Turn compensation, benefits, old accounts, and goals into one strategy.
Make financial decisions with clarity through career growth and life transitions.
The plan should fit the person, the household, and the business behind the numbers.
Sarah helps clients understand the tradeoffs clearly, then builds a path that can be reviewed as life changes.
The Business Owner Financial Clarity Checklist
A simple, no-pressure checklist for owners who want to know whether their personal and business financial pieces are actually working together.
- Protection, retirement, and exit planning blind spots
- Questions to bring to your CPA, attorney, and advisor
- A simple framework for the next 12 months