OUR PRINCIPLES

Integrity

Objective and Independent Advice

At Navigate Financial, we are independent and objective. We strongly believe the most effective advisor/client relationship results when there is open communication and disclosure of any conflicts of interest.

As such, we have no proprietary investment products to recommend and no vested interest in promoting a particular product or service. Our only interest is to have your portfolio meet your financial objectives, so you can be assured of receiving impartial recommendations and advice.

Community

Community Involvement and Support

Navigate Financial believes in giving back to the community in a variety of ways. Nancy is an ardent supporter of the United Way, South Sound Estuary Association, Boys & Girls Club, Harlequin Theater, Pizza Klatch and more.  Nancy is often joined by clients as she volunteers with these organizations. Her clients tend to be active members of the community as well. Nancy is used to running into them at the Beers, Brats and Brews brewfest downtown, Capitol Land Trust fundraisers, the Seeds of Hope Gala and Auction and many more. 

Nancy has been known to organize opportunities for clients to give back to the community, such as sponsoring a team for the Women Build program of Habitat for Humanity one year, conducting book drives, and supporting young entrepreneurs. Sign up for our newsletter and learn more!

Relationships

A Trusted Mentor

Nancy is not just an advisor on retirement matters, she is also skilled at helping people make decisions about long term care, developing realistic budgets with savings goals in mind, and navigating many of the big life decisions and purchases that come our way.

A good financial advisor is transparent about costs, and Nancy strives to do this in her firm. She can offer a wide range of services, depending upon what you're looking for. She can offer a one-time consultation, ongoing financial planning, or full investment management.  All your options are explained in the complementary initial consultation.  She encourages you to think about your options and then you choose the path forward toward your goals.  Nancy's job is to help you get there.