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Charting Your Journey
Welcome to Navigate Financial online! We are an independent financial firm that has been helping sound stewards of our community establish and maintain their long-term financial goals since 2013. Our firm and associates have more than 18 years of experience in the field of financial planning and wealth management.
Nancy has extensive industry experience: A CERTIFIED FINANCIAL PLANNER™ professional with more than 18 years of industry experience, who has helped many clients navigate market volatility.
Together with our clients, we seek to chart their financial journey in a manner that is personalized, meaningful, and sustainable. We strive to plan, prepare, and outfit our clients to live the life they aspire for. As their navigator, we work to develop their chart and keep our clients on the course of their choosing.
If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable client (the kind we like!).
If you’re not currently acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you. Chart your journey.
We appreciate your interest in Navigate Financial and sincerely look forward to serving you.