Question 1

Who does Sarah typically work with?

Accepted Answer

Sarah works with business owners, families, professionals, and women building wealth — primarily in Waukesha, Milwaukee, and throughout Wisconsin, with clients beyond the state as well.

Question 2

How is Sarah affiliated with Northwestern Mutual?

Accepted Answer

Sarah is a Financial Advisor with Northwestern Mutual. Investment advisory and brokerage services are offered through qualified representatives of Northwestern Mutual subsidiaries as applicable.

Question 3

Do I need a certain amount of assets to work with Sarah?

Accepted Answer

No specific minimum. Sarah works with people at many different stages — the right fit depends on goals and how Sarah can help.

Question 4

What happens in a first conversation?

Accepted Answer

The first conversation is informal. It's a chance to talk through where you are, what you want, and what would be helpful — no pressure to commit.

Question 5

How often will we meet?

Accepted Answer

Most clients meet at least annually for review, with additional conversations when there's a meaningful change in life, income, or business.

Question 6

Can we meet remotely?

Accepted Answer

Yes. Sarah meets with clients in her Waukesha office or by video, depending on your preference.

Question 7

How are you compensated?

Accepted Answer

Compensation can include commissions on insurance products and advisory fees on investment accounts, depending on the products and services you choose. This is discussed openly during your planning conversations.

Question 8

Where can I check your background?

Accepted Answer

You can review Sarah's background and any reportable information through FINRA BrokerCheck at brokercheck.finra.org.

Question 9

Can you work with my CPA and attorney?

Accepted Answer

Yes. Sarah regularly coordinates with clients' CPAs and attorneys to keep planning aligned.

Question 10

What if I already have advisors elsewhere?

Accepted Answer

Many clients come in with existing accounts and relationships. Sarah can help review how the pieces fit together and where there may be gaps.

Question 11

Are there guarantees on investment performance?

Accepted Answer

No. Investments involve risk and past performance is not a guarantee of future results. Sarah focuses on building strategies designed around your goals, not on promising outcomes.

Question 12

How do I get started?

Accepted Answer

The easiest first step is to schedule a call. From there, Sarah will guide the conversation based on what you want to focus on.

Common questions about working with Sarah.

A first conversation helps clarify where you are, what you want, and what needs attention.