Managing the Impact of Professional Change
Free Lunch & Learn Webinar with Crescendo Wealth Management
Join Certified Financial Planner, and friend of AWL, Brooke Napiwocki for a presentation about leveraging your human capital and preparing for known and unknown changes in our complex work environment. Between the economy, COVID-19, and a turbulent year for attorneys, many of us are facing changes. Brooke will discuss the key financial and non-financial steps to take to protect yourself adequately and take advantage of change. Brooke will lead the session and provide ample time at the end for a conversation and opportunities to ask questions for her recommendations.
Brooke Napiwocki serves as the Director of Financial Planning at Crescendo Wealth Management, a boutique financial planning firm located in Ozaukee County. Brooke brings nearly 20-years of experience in the financial services industry, advising individuals, small businesses, and institutional clients. In her role as the Director of Financial Planning, she designs, communicates, and executes client strategies. As a leader at Crescendo Wealth Management, she cultivates a strong financial planning-focused team and standards to serve clients at a consistently high level.
At Crescendo, Brooke focuses her practice on partnering with mid-career, professional women and couples. This niche is drawn to her collaborative, flexible, and results-driven approach. She aims to enrich her clients' relationship with money as they navigate their current career and family demands while planning for today's financial opportunities and challenges balanced with strategizing for their long-term financial future. Brooke provides holistic financial planning based on the CERTIFIED FINANCIAL PLANNER™ 7 Step Financial Planning Process. Brooke specializes in cash flow planning/budgeting, couple friendly planning, employee benefits planning including senior and executive-level benefits and compensation, higher education planning, post-divorce planning, career and human capital planning, aging parent planning.