Northwest Financial LLC

Planning Phase

Learn about you and your Objectives
Establish the Scope of our Engagement
Collect Data and Share Expectations
Analyze Data in Collaboration with the NWF Wealth Management Team
Present Recommendations and Coordinate an Implementation Checklist

Implementation Phase

Define Specific Actions and Expected Results
Confirm Action Compliance with the Plan
Identify Potential Problems and Opportunities
Develop Solutions with the NWF Wealth Management Team
Outline the Implementation Effort and Establish a Schedule

Management Phase

Review the Scope of Wealth Management Services
Establish Service Expectations
Conduct Reviews on an Established Cycle
Synchronize Services with Other NWF Resources
Provide Ongoing Support, Analysis, and Recommendations

	We are dedicated to providing you with professional, courteous, and responsive service; adhering to the highest standards of ethical behavior and fiduciary responsibility; and managing your relationship with prudence and a long-term perspective. To fulfill this commitment, we promise to provide you with the following: Respect–for your personal needs and time. Personal Service–in consideration of your unique needs and goals. Confidentiality–of your personal situation, relationship with us, and our recommendations. Impartial Advice–without predisposition or outside influence. Explanation–before, during, and after each recommendation. Communication–throughout the course of our relationship.		As your financial partner, we take seriously our Service Promises and commitment to help you achieve your unique financial goals and objectives. If we fail to deliver on any of our promises, we resolve to correct the specific situation and review the process that produced it. Unfulfilled promises are immediately elevated to Northwest Financial LLC senior management who take ownership for research and resolution of the issue. If you are personally involved in or witness a service promise failure, please contact Northwest Financial LLC immediately by phone, 703-810-1072, ext. 110, or email promises@nwfllc.com.

	*Tax services are not affiliated with or endorsed by LPL Financial. Access to securities and insurance products provided by Northwest Financial Group, a registered investment advisor and registered broker/dealer, member FINRA/SIPC, and a subsidiary of Northwest Financial LLC. Securities and insurance products offered through LPL Financial and its affiliates, member FINRA/SIPC. LPL Financial has contracted Northwest Financial Group to refer securities and insurance business to LPL Financial. Northwest Financial LLC, NW Insurance Agency and Northwest Tax Group are not registered broker/dealers and are not affiliated with LPL Financial. Trust services offered through the Private Trust Co., NA, an affiliate of LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively though LPL Financial’s U.S. investment representatives. LPL Financial investment representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Access to securities and insurance products provided by Northwest Financial Group, a registered investment advisor and registered broker/dealer, member FINRA/SIPC. Northwest Financial Group is a subsidiary of Northwest Financial LLC, a wholly owned subsidiary of Northwest Federal Credit Union. Securities and insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. LPL Financial has contracted Northwest Financial Group to refer securities and insurance business to LPL Financial. Northwest Financial LLC and Northwest Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA insured. No credit union guarantee. May lose value.

Loan protection, tax preparation, and settlement services are not affiliated with or endorsed by LPL Financial.