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Your priorities may include assuring a solid risk management foundation, and/or protecting, growing or efficiently & surely enjoying (perhaps even ultimately, transferring) your wealth. As your Wealth Management Advisor, I serve as your "financial architect". The future may be largely unknowable, but we can focus our intentions and resources to plan for and influence outcomes important to us! Your plan should be as unique as you are. Like building your dream home, exceptional planning begins with a thorough awareness & understanding of your desires, priorities, necessities, any limitations or concerns, and yes - your wish list. From this emerges your blueprint...of essential needs, and to an extent you determine - your more discretionary wants. Qualitative factors such as flexibility, liquidity & robustness under a multitude of 'weather conditions' are as important as the more tangible elements of your 'home' (roof, square footage, plumbing & HVAC, colors and finishings). Put more in financial terms: it isn't all about the money, or the 'facts' of life such as death and taxes. I'll help you explore the whys and hows along with the whats and wherefors; consider the future as well as the present, the possibilities as well as the certainties. That said, I'm a planner, not a predicter, and respectfully submit you be the same. Individualized planning requires a commitment of time—yours and mine. Yet, this process and plan should be something you are excited about, proud of, and look forward to updating over time, much like one might redecorate or redesign their current - or even a future - home! A relationship between a professional and those they serve should be less transactional than transformative. It would be my privilege & pleasure to serve as your personal CFO, your wealth & security planning 'architect', allowing you to focus on more CEO-like efforts, enjoying the fruits of your labor with assurance, confidence, and conviction you are firmly on the right path, in the right house - YOURS. "Helping You Secure Your Life's Work, Your Loved Ones, & Your Legacy". 
Plan Now for Your Future
Financial success doesn't happen by chance; it has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. To help clients achieve their objectives, Sheila McCampbell works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so Sheila uses a four-step approach in working with her clients:
Sheila McCampbell's planning process is unique. She starts at a different plane than other advisors: above the planning horizon, focusing on helping you clarify your Mission, Vision, Values and Goals. Then she focuses on the issues below the horizon – Strategies, Tactics and Tools. By staying above the horizon and gaining clarity around your goals, Sheila can help you make wise choices about the solutions below the planning horizon. Working in the best interests of her clients is Sheila's business, and she takes this role very seriously. Whether you're concerned for your own planning needs, your family or your business, Sheila McCampbell can help you find the right answers. Copyright 2011 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in Fee-Based Financial Planning program at the Northwestern Mutual Wealth Management Company.
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