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My Mission: "Change our world one individual, family and business at a time by helping to continually align values and intentions with financial decisions and actions. Planning in a way which alleviates economic & financial concern frees you to pursue your true purpose & heart's desire. It is a privilege and pleasure to help you define, prepare for and assure the years and life ahead include what you most hope for and dream of, regardless of what the future holds." Our Process: Sheila McCampbell employs a holistic planning process facilitating clarity, conviction and confidence in one's plans. Insure for the worst and invest/plan for the best! Sheila and her team excel in serving:
- pre-post retirees with wealth management and income optimization through a unique strategy designed to preserve and manage your wealth, protect against risk and provide you with predictable steady income for life, and
- widows, single professionals and families wishing to educate their children and help assure current lifestyle and retirement security/flexibility for themselves, and
- individuals wishing to plan their estates in a most efficient and self-directed manner.
Having our "Financial House" in order allows for peace of mind and current life fulfillment, and creates the opportunity for impact reaching far beyond our immediate existence and balance sheets. Your secure future isn't just our mission; it's our PASSION! 
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. 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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