Professional
Sanjay Arora is a fee based Wealth Management Advisor with Northwestern Mutual. He has earned the CERTIFIED FINANCIAL PLANNER™(CFP®) Certification and Chartered Life Underwriter® (CLU) professional designations. Sanjay has a Bachelor of Science degree in Information Systems and with a minor in Business Administration from DePaul University, and an MBA from the Kellogg School of Management at Northwestern University.
I serve my clients by helping them manage risk and accumulate wealth through tax-efficient strategies to achieve their financial goals I work with executives to develop financial security strategies for goals that take time, money, and planning such as education for children, retirement with dignity, and optimized investment portfolio. On the risk management side, I help clients address the risk of income being impacted by illness or accident, dying too soon, living too long, and dying too slowly. As a financial coach, I help my clients go from doing their best to doing what is necessary.
Approach:
All planning decisions revolve around the planning horizon. There are items ABOVE the horizon such as your mission, vision, values and goals. There are items BELOW the horizon such as strategies, tactics, and tools – focused on HOW. I start ABOVE the horizon and focus on your mission, vision, values, and goals – the WHY. I work by helping you get clarity on the goals THEN think creatively about the suitable solution.
Fees:
Our clients want to be smart with their money and the fees they pay for the comprehensive planning required to reach their financial security goals. What you pay matters to us. Our services are designed to be cost efficient. With that in mind, we design long-tern diversified investment strategies built through a planning process to provide you with the most cost-efficient, high value ways to manage your money.