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 PLANNER^TM professional, will be your financial mentor, regardless of the level of service you choose.

Photo by Catherine LaPointe