06/03/2026
There’s something special about helping a business honor its legacy while preparing for its future! Recently, we had the opportunity to work with Jeanne Kerkhoff of Northwestern Mutual in Manning. Northwestern Mutual has had a presence in Manning for 40 years, and this past year Jeanne celebrated her own 20-year anniversary serving both the organization and the people in our local communities.
As Jeanne continues growing the business (welcoming her daughter onto the team alongside another new staff member) she knew it was time to not only celebrate the many years she’s dedicated to her clients, but also intentionally prepare for the next 20 years.
Investing in your business as a small business owner can feel daunting, but Jeanne was ready to embrace the challenge.
Over multiple meetings, we took the time to learn about Jeanne’s personal brand, her heart for serving clients, and the way she walks alongside people through every stage of life. Together, we developed a workbook for her team to use with clients throughout their lifetime, a resource that goes beyond financial planning and dives into the emotional moments, life transitions, and personal “why” behind important financial decisions.
Jeanne recently shared:
“I have been using the workbook & it works so slick to print it out and present. We have been building the financial plans and are using the details of the workbook to connect with their ‘why.’”
That right there is why we do what we do.
It’s never just about the materials; It’s about helping businesses create meaningful connections that leave a lasting impact for generations to come. Thank you, Jeanne, for trusting us to be part of your journey!