Joseph Smith team photo

Welcome to Catalyst Planning Partners

We aim to provide sophisticated, state of the art financial strategies, and deliver them as straightforward, easy to understand, advice. Our most savvy clients want assurances that their plan will work, that it is efficient, that no detail or opportunity is overlooked... but too often, that comes with a high degree of complexity... and turns people off... So, in working with us, our clients have said that they get the best of both worlds... We deliver strategic financial planning in plain English... sophisticated planning, and straightforward advice.

Since 2002, we have focused on streamlining the financial lives of time-pressed entrepreneurs and those preparing for retirement. It is our belief that by forming enduring relationships with our clients, we can build a plan that remains relevant throughout time. We combine our deep knowledge for planning strategies with our client's vision for the future, and the result is an efficient plan where every dollar has a purpose.

Please take a few minutes to learn more about our philosophy, our team and our mission. Thank you for visiting!

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Catalyst Planning Partners Mission

"To provide sophisticated strategies in a straightforward manner to help our clients achieve financial security."


Fee-Based Financial Planning

When engaging on a fee-for-planning basis, the plan itself is completely product-neutral, and we will not recommend any investment/insurance/banking products unless you specifically request that we go to the marketplace to do so.  We are held to a fiduciary standard of care when providing the analysis and advice, and it’s ultimately up to you how and where you’d like to implement our plan.  


How to Protect Yourself After the Equifax Data Breach

 


Tips to Protecting your Security & Privacy


Today’s Retirement Planning: Getting To and Through Retirement

Watch this short video to learn why strategies you use to get you to retirement are not the same strategies you’ll need to make sure your money lasts through retirement.


Physicians Nationwide logo

Joe works extensively with Physicians and Dentists on their financial wellness, including disability insurance with a Medical Occupation Definition of Disability.

As a member of Physicians Nationwide, Joe has exclusive access to a nationwide network of Northwestern Mutual Financial Representatives who are uniquely qualified to help address the financial needs of those who have devoted their lives to the practice of medicine.  This network helps us to stay engaged in the medical community by sharing the most effective ideas and financial strategies that have been successfully implemented across the country.  PN also provides for continuity and personalized local service opportunities as our clients move and expand.


Our Fight Against Childhood Cancer

Our Fight Against Childhood Cancer logo

A cancer diagnosis for a child creates a "domino effect" that affects the patient and family. Northwestern Mutual Foundation has teamed up with Alex's Lemonade Stand Foundation and Starlight Children's Foundation to fund childhood cancer research and provide support families fighting this disease.


Financial Literacy for Kids

Financial Literacy for Kids logo

Joseph Smith would like to introduce you to an interactive Web site designed to help parents raise "money smart" kids. Visit the site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual and the National Council on Economic Education.

Joseph M. Smith, CFP®, CLU®
Wealth Management Advisor


Catalyst Planning Partners

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck