Daniel M. Day, CLU®, ChFC®, CLTC®
Wealth Management Advisor


Daniel M. Day & Associates

Dan Day featured in Northwestern Mutual's Annual Report

Sticking to a plan has helped these clients of Dan Day's live their retirement dream. Learn more about how clients are planning for their financial futures in Northwestern Mutual's Annual Report.

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Plan Now for Your Future

Dan Day understands that long-term financial success doesn't happen by chance. Each area of your financial life can have an impact--positive or negative--on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues.

Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.

As a Northwestern Mutual Wealth Management Advisor, Dan Day has the knowledge and expertise to help you discover your core values and integrate them into your planning process. To develop your plan, Dan will discover your vision for the future, your mission in life and your personal financial philosophy.

Dan will do this by taking the time to get to know you and your family. In this way, he puts you—not your wealth—at the center of the process.

Dan's philosophy for working with clients focuses on following his ethical conduct code.  Dan promises clients that he will make every conscientious effort to provide the same quality service that he would want for himself.

Planning Horizon graphic
Discovery: Identify Vision & Goals
The first phase begins by identifying vision and goals. This is called the Discovery phase and this is where we identify your vision and goals to gain clarity around the current planning gaps.
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Creative Solutions: Think about the Solution
The second phase is the Creative Solutions phase. In this phase we collaborate and discuss solutions to close the planning gaps that have been identified.
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Strategy Deployment: Implement the Solution
The third phase is the Strategy Deployment phase. In this phase we implement the solutions specifically designed to close the planning gaps necessary to accomplishing the goals.
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Results Management: Sustain the Results
The final phase is the Results Management phase. In this phase we established a plan to manage and sustain the results, providing the confidence the plan will work over time.
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Copyright 2015 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 the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

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