Our Philosophy


'Tis the set of the sail that decides the goal, and not the storm of life. - Ella Wheeler Wilcox


At Navigate Financial, we believe life is a journey -a journey which you can influence through your actions and decisions. That’s why, at Navigate Financial, we seek to help our clients navigate through life’s journey with intention.

We are navigation experts in the field of financial planning and management
We design navigational charts which provide the tools and expertise to help you handle the expected- as well as the unexpected, squalls and tempests that occur on any journey. 

An outstanding navigator can make all the difference when it comes to avoiding unnecessary risks and uncharted waters.  We will help you build a chart (financial plan) designed to accomplish your financial goals, while respecting your unique circumstances and needs. 

We work in partnership with you
Together we will define values, prioritize goals, and decide upon a ‘navigational chart’ guiding your intentional progress towards those lifestyle and financial objectives.   And we’ll have fun along the way – because we believe life’s journey should be full of meaningful memories as well.

Work like a Captain, play like a pirate. - Unknown



castle ruins
Photo by Nancy LaPointe