Cody Ortner - Northwestern Mutual

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Consider this your reminder that being financially responsible doesn’t mean you can’t have fun. 🎃A strong financial plan...
10/15/2026

Consider this your reminder that being financially responsible doesn’t mean you can’t have fun. 🎃

A strong financial plan should account for your long-term goals, but it should also leave room for the things that make life enjoyable along the way.

If your budget feels so restrictive that every purchase makes you second-guess yourself, it might be time to take another look.

Plan for the future. Enjoy today. And please... hand out the candy. 🍬😂

Fall is here, and before the holiday season takes over, it might be time for a quick financial check-in. 🍂A lot can chan...
10/12/2026

Fall is here, and before the holiday season takes over, it might be time for a quick financial check-in. 🍂

A lot can change throughout the year. Your goals, your income, your priorities, and even what you’re planning for next.

Take a little time this season to ask yourself: Does my financial plan still reflect where I am today and where I want to go?

If it’s been a while since you’ve taken a look, let’s get something on the calendar!

October is a great time for a financial check-in.With a few months left in 2026, ask yourself: Does my budget still refl...
10/07/2026

October is a great time for a financial check-in.

With a few months left in 2026, ask yourself: Does my budget still reflect the plan I had at the beginning of the year?

Priorities change. Unexpected expenses happen. Goals shift. Your financial plan can change with them.

Take a moment to look at where you are, what’s coming up, and what you want to accomplish before heading into 2027.

A quick check-in now can help you head into the new year with a clearer picture of where you stand.

Let’s talk if you’d like another set of eyes on your plan.

October is Breast Cancer Awareness Month. 🎀While this month brings important attention to breast cancer awareness, it ca...
10/05/2026

October is Breast Cancer Awareness Month. 🎀

While this month brings important attention to breast cancer awareness, it can also be a reminder of something we all need from time to time: a check-in.

Check in on your health.
Check in on the people you love.
Check in on your financial plan and protections.

Life can change quickly. Taking the time to make sure the important things are taken care of is always worthwhile. 💗

Before you hit “submit” on your open enrollment… take another look. 👀Are you making the same elections because they’re s...
10/02/2026

Before you hit “submit” on your open enrollment… take another look. 👀

Are you making the same elections because they’re still the right fit, or simply because that’s what you chose last year?

Open enrollment is a great opportunity to take a fresh look at your workplace benefits and how they fit into the rest of your financial plan.

Have questions? Let’s walk through the bigger picture together.

Keep showing up. 🤍As Su***de Prevention Month comes to a close, I want you to know this doesn’t end with September.I los...
09/28/2026

Keep showing up. 🤍

As Su***de Prevention Month comes to a close, I want you to know this doesn’t end with September.

I lost my dad to su***de a few years ago. This cause, this month, this message, it all means a lot to me. And if there’s one thing I’ve learned, it’s that showing up matters. For yourself on the days that feel impossible. For the people you love who might be quietly struggling.

So keep showing up. Keep checking in on your people. And if you’re the one struggling — please keep going. You matter more than you know.

Call or text 988 if you need someone to talk to. Anytime.

***dePrevention

Why I love what I do 👆It’s not about the numbers on a spreadsheet. It’s about the people behind them.Every week I sit do...
09/23/2026

Why I love what I do 👆

It’s not about the numbers on a spreadsheet. It’s about the people behind them.

Every week I sit down with young professionals and couples who are doing everything right but still feel lost with money — and I get to watch that stress turn into confidence. That never gets old.

If that’s you, you don’t have to figure it out alone. DM me or tap the link in my bio and let’s talk about where you’re headed ☕

A gym membership. A tank of gas. A streaming service. Dinner out.These are expenses most of us don't think twice about, ...
09/21/2026

A gym membership. A tank of gas. A streaming service. Dinner out.

These are expenses most of us don't think twice about, but many people still assume life insurance is out of reach.

The reality? Coverage may be more affordable than you think.

If life insurance has been on your "I'll get to it someday" list, let's have a conversation.

Life insurance is about more than what happens tomorrow. Many people are surprised to learn that certain policies offer ...
09/03/2026

Life insurance is about more than what happens tomorrow.

Many people are surprised to learn that certain policies offer living benefits, which may provide financial support during some of life's toughest moments.

Understanding the facts helps you make informed decisions for yourself and your family.

Happy 4th of July! 🇺🇸Wishing you a day filled with family, friends, great food, and time to enjoy the moments that matte...
07/04/2026

Happy 4th of July! 🇺🇸

Wishing you a day filled with family, friends, great food, and time to enjoy the moments that matter most.

Have a safe and happy holiday weekend!

Address

N14 W23833 Stone Ridge Drive Suite 400
Waukesha, WI
53188

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12624094845

Website

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