Live Life Fully.

Congratulations Monica! Monica has received the Top Women in Finance award—for the second time! She first received the award in 2013 and this year Monica was named to the prestigious Circle of Excellence, which recognizes women who have been selected for the award twice.

Every year Finance & Commerce recognizes the outstanding efforts of women in Minnesota who are making noteworthy contributions to their professions and their communities. Monica received this award due to her many significant accomplishments within Northwestern Mutual, her continuous dedication to guide her clients towards financial security, and her extraordinary impact within her community at both the Children's Hospital of Minnesota as well as the Greater Minneapolis Crisis Nursery.


Guiding Principals

As a Northwestern Mutual Wealth Management Advisor, Monica and her team have a strong commitment to providing clients with the ability to align where they are with where they want to be in the future. They strive to mitigate risk and optimize resources for families and businesses in a way that stays true to their values. They are dedicated to providing clients with a comprehensive and personalized Wealth Management Experience.

Monica's approach to financial advice is rooted in an expansive knowledge and experience within the field, as well as a belief in a personal relationship with each of her clients.

Monica and her team are committed:

  • To first seek and understand our clients' goals and objectives
  • To develop a trusted client/advisor relationship
  • To partner with our clients on an ongoing basis to help them achieve financial security over their lifetime
  • To be lifelong learners and provide expert guidance

 

Monica's Specialties: Holistic Financial Planning | Wealth Management | Retirement Distribution | Investment Strategies | Asset Protection | Legacy Planning | Retirement Planning | Wealth Accumulation | Insurance Management | Estate Planning Strategies | College Education Planning

 

Invest in Your Future

Financial security is developed through hard work, discipline and smart financial planning. Looking back on life many people regret not what they have done, but what they have left undone. They realize that they are more successful than they expected and saved less than they intended.

When it comes to your financial goals and dreams, each decision and action you take will have a significant impact on your future. A good financial blueprint, rooted in your values, will lay out what you need to do today to achieve your goals tomorrow.

In the News....

Monica Sinha was interviewed as an advisor who excels at creating holistic plans that work in retirement, knowing that true peace of mind comes with having a plan and sticking to it in good times and bad. 

 

Monica Sinha was featured in the Inspired Section, in a Q+A style format, highlighting her financial advice for Millennials.

 

Monica Sinha was quoted in Joseph Couglin's article on the importance of working with a financial advisor during times of volatility in the stock market. Joseph Coughlin is the the Director of the AgeLab at MIT.

 

Monica Sinha walks through the importance of having a healthy, financial routine, as one approaches retirement. Anytime is a good time to start with these essential steps.

 

Monica Sinha was awarded with their honor of "Top Women in Finance." In this article, she answers questions on her professional journey.

 

Additionally...

Monica Sinha was featured in the Business Journal in 2012. As an established Wealth Management Advisor, Monica's unique story and passion for her business were highlighted in this inspirational article.

“With clients at all stages of life, Monica considers every aspect of planning required for them to be financially secure. “I help people better understand their financial situations, and I illustrate the steps we can take to help attain their goals,' she says.”

“'Women are innately good at building relationships that sustain the test of time. We bring our hearts into the conversation, which is what makes someone move from just being a Northwestern Mutual customer to being in a client relationship. It's a tremendous opportunity.''

 

 

Monica Sinha, CLU®, ChFC®
Wealth Management Advisor


Mila Wealth Management

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