Our Clients

Our clients are outstanding members of our community with strong values and commitment. They are contributing to the positive growth and health of our world. Working with our firm, they are seeking to enhance the well-being of themselves, their family, and their community through responsible stewardship of their resources, both financially and personally. It is an honor to be part of their action team.    

At Navigate Financial, we provide our clients with three key tools:  

   1. A clear understanding of their financial goals and resources

   2. A well-defined chart for achieving those goals

   3. Ongoing advice to help adjust their chart when their needs change  

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We focus on helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and helps enable them to meet both short- and long-term objectives. We follow a well-defined process that explores and defines the client’s values and goals. This process is relationship driven. The planner is the navigator, the professional resource. The course taken is determined by the client. 

The process begins with an informal interview to determine if there is potential for a professional relationship. If we have a connection, we can better communicate and work together to build a personalized and customized plan. Once we determine to engage in a planner/client relationship, a series of meetings to explore values, resources, commitment to goals, and objectives will occur. 

When a course of action has been determined, we will develop and explore strategies. An initial action plan is developed, acted upon, and refined over the course of the engagement. A plan is not static; it is a starting point for activity to support the client’s objectives.  

Real meaning comes to financial planning once options and consequences are determined and activities are implemented. A plan is not a book. It is the realization of dreams through activity and constant commitment. The plan is our chart to monitor and adjust as we go on the journey of life. 

 

 

Download our New Client handouts.

Raggedy Ann