Contact Us

Navigate Financial, LLC
3663 College St SE, Ste. B
Lacey, WA 98503

Office Phone: 360-628-8175

Office Cell: 360-402-3200

Email: [email protected]atefinancialnw.com

 

Nancy Headshot

 

 

   Hello, I'm Nancy. The first time we meet 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 our firm 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. I look forward to learning more about you.

  Thank you for reaching out.                                                        Nancy Signature


 

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