Hilary Jacobson - Financial Planning

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Middletown, CT
Hilary Jacobson - Financial Planning

As a Financial Planner, I’m passionate about helping individuals, families, and small businesses build a secure and meaningful financial future.

I work with clients at every stage of life.

09/08/2026

I say this to my clients all the time, but my favorite part of what I do is seeing the transformation that happens between our first introductory meeting and our onboarding meeting.

That first meeting can sometimes feel overwhelming. It gets the wheels turning and brings up a lot of questions about the future.

But every single one of my clients has come out of that meeting feeling excited, empowered, and more organized.

There is something so rewarding about seeing the confidence and ease that comes from having a plan in place. It gives my clients the freedom to live their lives the way they want, knowing that my team and I are working behind the scenes to help make it all work.

I am so incredibly thankful for every client who has trusted me with such an important part of their life. It truly means more to me than I can put into words.

08/07/2026

One year ago today, I took a leap of faith and opened my own financial planning practice with Northwestern Mutual. Looking back, I can honestly say this year has challenged me, stretched me, and helped me grow in more ways than I ever imagined.

Building your own business is not for the faint of heart, but it is one of the most rewarding things I have ever done. The late nights, early mornings, and sacrifices all feel worth it because I know I am building something that will impact my future and the lives of the people I have the privilege of helping.

One of the greatest surprises has been the incredible people I have met along the way. What started as coworkers and connections has turned into friendships that feel like family. I am so grateful to be surrounded by people who encourage me, challenge me, and celebrate every win right alongside me.

I also could not have done this without the unwavering support of my friends and family. On the days when I doubted myself or felt discouraged, they were always there to remind me why I started and to help pick me back up. Having people who believe in you, even when you are struggling to believe in yourself, is a gift I will never take for granted.

To my amazing clients, thank you for trusting me with some of life’s biggest decisions. It is a responsibility I never take for granted, and I am so thankful to be part of your journey.

Here’s to one incredible year, many lessons learned, and an even brighter future ahead. Cheers to continuing to grow, helping more people, and seeing what this next chapter brings. 💙

05/15/2026

Friday morning thoughts ✨

One of my favorite parts of what I do is helping people feel confident and organized financially.

I recently signed on a new client who actually came from a cold call. She has spent years in the mortgage industry, and after over a decade of working closely with lenders and realtors, I’ve become very well versed in their compensation structures and financial opportunities. Honestly, they are some of my favorite people to work with and help.

She has been an absolute pleasure to work with throughout this entire process, but something she said during our latest meeting really stuck with me.

“I cannot thank you enough for calling me out of the blue. I get so many sales calls a day, but something felt right, and I’m so glad we’re doing this. I feel so much better.”

That kind of feedback fuels me because it reinforces exactly why I do this. I never want people to feel sold to. I want them to feel genuinely helped, educated, and supported.

There is something incredibly rewarding about watching people become more financially organized and seeing the confidence that comes with it. Being a resource for others and helping them create clarity around their financial future is truly what I love most.

04/01/2026

There’s so much that life can throw your way, however, a good balance is key. My dog is not doing the greatest health-wise, so being able to balance every day life, while taking care of her can be a bit of a challenge. Good thing I love a challenge!

In this picture here you see me booking a meeting with my client while taking my sweet girl on a walk so she can get some fresh air. Time with her is super important to me right now so being able to help my clients and spend time with my dog is incredible.

Just like a balanced life, a balanced financial plan is key. When life throws you curve balls, you want to make sure your financial house is safe so you can handle all that life has to throw at you. If you ever have ever found yourself thinking about the what ifs and unsure on what you would do financially, it’s time for a chat.

01/30/2026

“When you’re financially ill, call Hill” 😉 Lucky to share an office with Lauren Hill. We not only share an office, we tend to match our outfits without realizing it!

We love breaking the molds and helping people feel empowered in their finances. We help people ease into the process so it feels less daunting.

Just know, Hil & Hill have got your back.

12/04/2025

Huge congrats to Meghan Meyerhoff on stepping in as President of the Women’s Council of Realtors of Eastern Connecticut! 💙✨

The Art of Leadership installation gala was such a blast! Amazing energy, amazing people, and such a great celebration of women uplifting women. Kelsey and I had so much fun!

I’m really looking forward to seeing everything Meghan does in this new role. She’s talented, driven, and the perfect person to lead this incredible group.

Cheers to an exciting year ahead and to supporting powerful women doing big things! 💫🙌

10/27/2025

✨ Such a special night at the United Way President’s Ball! ✨

It was amazing to be surrounded by so many people and organizations who care deeply about giving back and strengthening our community. 💙

Nights like this remind me why I love what I do — financial planning is about so much more than money. It’s about helping people create security, freedom, and opportunities… so we can all give a little more, dream a little bigger, and make a bigger impact together.

Feeling grateful, inspired, and ready to keep making a difference — both in my work and in the community. 💫

10/09/2025

This past weekend, I had the absolute honor of celebrating one of my best friends, Kate, as she said “I do”! Being her bridesmaid reminded me just how much love, laughter, and planning goes into making a big day (and a big life) happen.

From budgeting for dresses and travel to organizing all the little details that make the day special — weddings are basically the Olympics of planning ahead. 🥂

And just like with a wedding, financial planning is about creating a vision for your future, setting priorities, and preparing for the milestones ahead — whether that’s buying a home, starting a family, or building the life you’ve always dreamed of.

Cheers to Kate and to all the amazing moments that remind us why planning (and celebrating!) are both worth it. 💕

10/01/2025

🌟 Exciting News! 🌟

This September, I had the incredible privilege of helping five amazing families navigate their financial journeys. It’s always rewarding to see the positive impact we can make together!

Our office also took a moment to celebrate these achievements and recognize the hard work of our team. It’s inspiring to be part of a community that champions growth and empowerment, especially for women in finance. 💪👩‍💼

Here’s to continuing to support and uplift each other, and making a difference, one family at a time!

09/12/2025

Had such a great day in downtown Manchester, CT with Amy! Loved checking out all the local spots and seeing so many women-owned businesses 💕 It’s inspiring to see the passion and planning it takes to bring those dreams to life.

It reminded me how important it is to have a solid plan—whether it’s for your business or personal goals. Big or small, dreams grow stronger with the right foundation ✨

Address

421 Wadsworth St
Middletown, CT
06457

Website

https://www.northwesternmutual.com/financial/advisor/hilary-jacobson/?utm_source=Notifications&utm_medium=Email&utm_term

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