Jasmine Shah - Northwestern Mutual

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Jasmine Shah - Northwestern Mutual Helping you attain your financial goals, one degree at a time. Married, mom to 1 boy and 2 girls. Speak English, Gujarati, Hindi, French and some Italian.

Indian woman, born in Zambia, raised in Canada, living in the US. Suffice it to say, I've lived many lives, experienced many experiences, tried, failed, tried, and eventually succeeded at many things. I use these experiences, coupled with my knowledge to bring you the best service for your financial and insurance needs. Ask me how I do it differently.

Financial Term of the Week: Rebalancing ⚖️What is Rebalancing? Rebalancing is the process of adjusting your investment p...
10/16/2026

Financial Term of the Week: Rebalancing ⚖️

What is Rebalancing? Rebalancing is the process of adjusting your investment portfolio back to its target mix of stocks, bonds, and other assets after market movements cause it to drift.

Why It Matters: Over time, some investments may grow faster than others, causing your portfolio to take on more risk than intended. Rebalancing helps keep your investments aligned with your goals and risk tolerance.

Just because your portfolio started with the right mix doesn't mean it stays that way. Think of it as a routine tune-up that helps keep your financial plan on track.

10/14/2026

Financial planning covers a lot, but it comes down to your goals and your peace of mind. I can help you build around what matters most. This Financial Planning Month, let’s get started.

Meet the Team Monday! đź‘‹Meet Chelsea Noble, our Insurance Operations Manager.Chelsea is dedicated to ensuring our clients...
10/12/2026

Meet the Team Monday! đź‘‹

Meet Chelsea Noble, our Insurance Operations Manager.

Chelsea is dedicated to ensuring our clients receive exceptional service and support throughout their insurance journey. She takes pride in helping things run smoothly behind the scenes while always keeping our clients' best interests at the forefront.

Here is a little more about her:

1. Coffee, tea, or energy drinks? Energy Drinks.

2. What's your favorite hobby outside of work? Quilting! It's a hobby I picked up from a family friend when I was 11 years old, and I've loved it ever since. There's something special about creating something by hand that can be cherished for years.

3. What's your favorite way to spend a weekend? My favorite way to spend a weekend is watching my boys play, whether it's running around the yard being kids or giving it their all on a ball field. From the porch to the stands, I'm soaking up every moment and proudly being their biggest fan.

4. What makes you proud to be part of this organization? I'm proud to be part of an organization that always chooses to do the right thing, not the easy thing. That commitment allows us to build trust with our clients and make a meaningful difference in their lives.

5. What's your go-to productivity tip? My go-to productivity tip is using a good old-fashioned to-do list. There's something satisfying about checking off tasks and knowing you're making progress throughout the day.

Investing isn't about avoiding risk altogether—it's about finding your sweet spot. 🎯Market ups and downs are a natural p...
10/07/2026

Investing isn't about avoiding risk altogether—it's about finding your sweet spot. 🎯

Market ups and downs are a natural part of investing. The key to staying the course is choosing a strategy that helps you sleep at night while still pushing toward your financial goals.

As this week's Financial Term highlights, everyone's comfort level is different:
🟢 Conservative: Prioritizing lower risk and more stability.
🟡 Moderate: Striking a healthy balance between risk and growth.
đź”´ Aggressive: Accepting higher risk in pursuit of greater growth potential.

A great financial plan works best when it aligns with both your dreams and your actual comfort level.

Where does your portfolio land on the spectrum? Let's connect to ensure your current asset allocation is perfectly tuned to your long-term vision.

Meet the team Monday!Next up... Charlie Doll, Private Wealth Advisor. Charlie brings energy, optimism, and a genuine pas...
10/05/2026

Meet the team Monday!

Next up... Charlie Doll, Private Wealth Advisor. Charlie brings energy, optimism, and a genuine passion for helping clients navigate their financial journeys. Whether he's celebrating a client's success or helping them prepare for what's ahead, Charlie is committed to making a positive impact every day.

Here is a little more about Charlie:

1. What inspired you to join Platt Allen? I knew that joining a team and being a part of something bigger was what I wanted. When the opportunity came to join the team, there was no question what my answer was going to be. Having the resources and the support from all members of the team allows each of us to have a much bigger impact in the lives of our clients and community.

2. What do you enjoy most about your job? I believe the biggest satisfaction from this job is being about to tell a client that all the hard work they did to achieve their goals paid off, and the goal has been achieved. Whether that is saving for a house, vacation home, telling their employer they will be retiring, or any other goal they are working toward.

3. What motivates you every day at work? There is always something new I can learn or someone I can help feel more empowered about their financial journey.

4. What is one thing people often misunderstand about your role? Many people think financial planning is only about investments, but it really involves helping clients make decisions across all areas of their financial lives.

5. How do you enjoy spending time outside work? I enjoy watching my boys compete in sports, hanging out with neighborhood friends, and a bit of golf when I can.

You’ve worked hard for your money—don't let fraudsters cheat you out of it. http://spr.ly/6187BGuxu9
10/05/2026

You’ve worked hard for your money—don't let fraudsters cheat you out of it. http://spr.ly/6187BGuxu9

Financial Term of the Week: DiversificationEver heard the phrase, "Don't put all your eggs in one basket"? That's divers...
10/01/2026

Financial Term of the Week: Diversification

Ever heard the phrase, "Don't put all your eggs in one basket"? That's diversification!

By spreading investments across different asset types, industries, and markets, investors can help manage risk and build a more balanced portfolio.

While diversification doesn't guarantee gains or prevent losses, it's an important principle of long-term investing.

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6189BGdYr7

Please join us in welcoming the newest member of the Platt Allen team and the Kleinhenz family, Lyra.Her current respons...
09/28/2026

Please join us in welcoming the newest member of the Platt Allen team and the Kleinhenz family, Lyra.

Her current responsibilities include keeping Mom and Dad on their toes, perfecting her nap schedule, and being absolutely adorable. We'd say she's off to a great start!

How protected is your financial plan? Take this quick quiz to see where things stand, and I can help you figure out how ...
09/24/2026

How protected is your financial plan? Take this quick quiz to see where things stand, and I can help you figure out how to reach your long-term goals.

Address

70 Birch Alley
Beavercreek, OH
45440

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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