Navigate Financial, Inc.
3663 College St SE, Ste. B
Lacey, WA 98503
Office Phone: 360-628-8175
Hello, I'm Nancy, the founder of Navigate Financial. The first time you meet with our team is a mutual time to share expectations regarding your future financial plan. We'll talk about what a financial plan is, what all it encompasses, and why we may be best at helping you reach your goals.
Mostly though, we will talk about you, your goals, dreams, and hopes for the future. Your needs and wants are what will drive most of the conversation. We look forward to learning more about you.
Thank you for reaching out.
