Our Value

Navigate Financial strives for transparency and clarity regarding our compensation. 

We offer a range of services, such as:

  • Ongoing financial planning
  • Full investment management
  • One-time consultations

First Meeting is Free

During the initial consultation, Nancy will go over the levels of service and the fee structure.  Nancy, a CERTIFIED FINANCIAL PLANNERTM professional, will be your financial mentor, regardless of the level of service you choose.

Nancy New Board

Photo by Catherine LaPointe