...because we believe life's journey should be full of meaningful memories.
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We are independent advisors, affiliated with Commonwealth Financial Network, an indepedent broker/dealear-RIA. Our affiliation allow us to put our clients first.
What we believe separates us from other advisors
Our guiding principles are based on three pillars that we believe serve our clients and our community well. We believe in acting with integrity, honoring our relationships, and being active members of our community.
Integrity
Relationships
Community
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How to Prioritize Financial Goals as Your Life Becomes More Complex
"This book is a holistic approach to finances. Mind, body, relationship ... these components shape our lives and how we spend and save our money. This book contains sound advice and tangible tools that the reader can begin to use today..." — Suzanne Klenk, financial educator and coach
Where life meets your money
To us, success means making a difference and connecting money with our life and hopes for the future. The team at Navigate Financial will help you use your financial resources intentionally to support your life plans.
