Christy Martins - Northwestern Mutual

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Waukesha, WI
Christy Martins - Northwestern Mutual

Financial advisor, strategic thinker, global citizen

09/02/2026

Back to School is a great time to start or revisit your financial plan.

If you've been delaying any or all of the following, drop me a message and let's connect:

✔️Old 401K rollovers
✔️Obtaining life insurance
✔️College prep

05/27/2026

Today marks one year as a fully licensed financial advisor!

Three things I'm doing to celebrate:
✔️Converting my term life insurance to permanent life insurance
✔️Opening UTMA's for my daughters
✔️Making my annual IRA contribution

Questions or ideas on how to improve your financial future? Message me here or email at [email protected] - I'll send you my scheduler link to set up a discovery call at your convenience.

05/26/2026

Still time to register!

Join Tim Wolf and me to discuss core tenets of strategic financial planning specific for military and development professionals.

05/14/2026

A second reflection on how our USAID/OTI strategies apply to financial planning:

✔️Manageable Interest: we cannot control everything (whether it's natural disasters or the stock market), so we have to be strategic and diversified with what is in our control.

✔️Appreciative Inquiry: when entering a new community, we need to listen first. The same is true when I meet with a new potential client. I ask questions and say "tell me more." I want to partner to develop tailored financial planning solutions.

✔️Education Paradox: in conflict as in financial strategies, the more you know, the more you have to learn. As an advisor, I want to understand your specific financial goals to present a menu of options for pathways forward. There is no "one size fits all."

Photos: OTI/Haiti. Ann Leve Kanpe!

05/07/2026

Reflecting on how our USAID/OTI strategies apply to financial planning:

✔️Act - Assess - Adapt: You've been thinking about a 401K rollover, a ROTH IRA and permanent life insurance. Pick one and start. From there, we can assess and adapt in an iterative and strategic planning process.

✔️Looking Back, Looking Up, Looking Forward: Take stock of your financial history, celebrate successes, and learn from mistakes. Lift your head from your day-to-day and reflect for a moment on how to seize opportunities. Make a plan and take action.

✔️Catalytic Effect: Consider how small changes and actions can have a multiplier impact. Look at your monthly budget and see where saving and investing is possible.

Message me here or visit my website to schedule a free initial consultation.

Photo: OTI/Mozambique. Tuko Pamoja!

04/27/2026

Totally rad hanging out with the Milwaukee Bucks DJ Shawna at our Northwestern Mutual Network Office Day on Friday!

We share two favorite things in common - basketball and DJ'ing (though my skills are slightly more amateur than Shawna's!).

Cool story? Shawna decided one day that she wanted to DJ the NCAA women's final four. So, she called them up and left a voicemail. Approximately two weeks before the final four. The next day, they called her back! Now, she's been DJ'ing the NCAA women's final four since 2017.

Her message? "Courage comes first. Confidence comes later."

Thanks to my managing partner for making this happen!

04/22/2026

The Checklist.

If you find yourself with 10-15 minutes, I recommend taking a look at this checklist.

Grade yourself on a scale of 1-10 with how confident you are in each area.

Then, if you want to talk anything through, drop me a message. My team is ready to listen.

The Checklist:
✔️Retirement Savings
✔️Retirement Tax Strategy
✔️Investment Diversification
✔️RoR on Your Cash
✔️General Risk Planning
✔️Privately Held Life Insurance
✔️Income Protection
✔️Legacy / Estate Planning
✔️Distribution Strategy
✔️Long Term Care Planning
✔️Investment Tax Strategy

04/21/2026

Here's a question to consider when it comes to strategic financial planning:

If there's something you could be doing better, would you want to know?

If your answer is yes, message me here and let's review your plan and outlook together.

There's no fee for an exploratory call.

04/20/2026

It's spring! Time to protect what matters with a little financial spring cleaning.

Here are three questions to ask yourself to get started:
✔️Do I know at what age I can retire and how much I can spend monthly in retirement?
✔️Am I sitting on too much cash? Can I make my money work smarter for me?
✔️Do I have the appropriate risk protection for my family, my income and retirement in the form of life insurance, disability insurance, and long-term care insurance?

Let's talk and get organized financially.

Visit my website to book a virtual call or message me here.

04/14/2026

Last week, our super fun managing partner took the women financial advisors of our firm out for drinks following a "women in finance" strategy session.

Three questions to ask yourself:
✔️Do I know my retirement outlook?
✔️Is my retirement protected from risk?
✔️What does my financial legacy look like for my children?

If you're a woman looking to work with a woman advisor, reach out! I'd love to connect!

Address

20825 Swenson Drive Ste 250
Waukesha, WI
53186

Telephone

+12622301453

Website

http://christymartins.nm.com/

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