Financial Wellness

Common Topics

• Student loan management and education
• Credit score/credit reports
• Budgeting
• Business planning
• Life insurance
• Disability insurance
• AVMA coverage
• PLIT
• Home loans
• Car and homeowners insurance
• Estate planning (will and trust)
• Credit cards
• Auto loans
• Investments
• Retirement planning
• Taxes and financial planning & much more

Resources for Students

The CVM has joined in a partnership with Johnathan Williams and Joshua Powell of Northwestern Mutual for the purpose of equipping DVM, graduate students, and house officers with the tools they need to be successful in their professional lives. 

To this end, the Personal Financial Services office is pleased to offer students:

• Budgeting preparation and modification
• Investment and Insurance Education
• Debt and Student Loan Repayment Education
• Holistic Financial Planning
• Individualized financial wellness appointments
• Finance-related small groups, presentations, and events

Individual Financial Wellness Appointments:

We believe Personal Finance is a lifelong endeavor that is influenced by many factors including; interests, abilities, values, personality, background, market conditions, and circumstances. Financial advisors help individuals and their families know and understand their needs, wishes, wants and the world that influences them in order to make intentional financial and life decisions. An individual appointment is the best method of building and maintaining a personalized plan. You are welcome to bring spouses, parents, friends or significant others to any meetings you wish and all meetings are held in strict confidentiality.

Small Group Sessions:

By offering different mediums through which personal financial material is delivered and absorbed, we believe we can help our students to feel more comfortable with making important financial decisions. Small group sessions are a great way to share ideas and learn different perspectives.

Scheduling an Appointment:

For an individual meeting or small group session, contact Cassandra Davis by email at cassie.davis@nm.com. Please include a brief description of the topic you want to discuss along with dates and times when you are available in the following few weeks. You should expect a response in the following 48 business hours.

Meet the Northwestern Mutual team:

• Cassandra Davis
  cassie.davis@nm.com
• Johnathan Williams
  johnathan.williams@nm.com
  919-899-3767
  https://johnathanwilliams.nm.com/
• Josh Powell
  joshua.c.powell@nm.com
  919-621-2470
  https://joshuapowell.nm.com/
  

Please do NOT contact them through www.NM.com, as you might be routed elsewhere.

NCSU is not affiliated with Northwestern Mutual and the views expressed do not necessarily represent those of Northwestern Mutual or its subsidiaries.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee (NM), WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries.  Johnathan Williams and Joshua Powell are Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (advisory and trust services), a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC.  Insurance Agents of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and  Registered Representatives of Northwestern Mutual Investment Services, LLC, (investment brokerage services) subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC.

Additional Resources

The PawCast, Navigating the Veterinary Profession

The PawCast offers advice to the veterinary profession on career development, personal finance and the business of veterinary medicine. Listen to previous seasons below: