Navigate Financial - Home

How We Help You

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. 

Why We're Different

Nancy has extensive industry experience:  A CERTIFIED FINANCIAL PLANNER™ professional with more than 19 years of industry experience, who has helped many clients navigate market volatility.

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 19 years of experience in the field of financial planning and wealth management.

Services for Individuals and Business Owners

We provide a full range of financial services, including:

  • Fee-based financial planning
  • Cash management
  • Risk management
  • Investment planning
  • Tax planning
  • Retirement planning
  • Estate conservation strategies
  • Education funding strategies
  • Charitable giving strategies

The Latest News!

 

Nancy in Print!

How to Vet a Financial Advisor,
Advisor Magazine
by Matthew D. Edward


Important Tax Numbers

Key Numbers 2019