Working With Us

Ways We Can Help You

It’s natural – and wise – to reevaluate your financial outlook after an unexpected or life-changing event, or to hear the clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. If this sounds familiar, you’re in the right place. Here are some ways we can help you:

  • Provide advice and guidance to help keep you focused on your financial goals
  • Help you navigate life’s financial twists and turns
  • Help you create, review as requested, and manage an investment portfolio geared to your goals and circumstances
  • Provide educational support so you can make informed decisions
  • Help you focus on and manage other important aspects of your financial life including budgeting, debt management, insurance planning, and estate planning

Our Planning Process

We believe our planning process is realistic and effective. Our approach includes the following:

  • An exploration of your unique goals, dreams, and challenges
  • An investment plan built to help support your needs and goals
  • Review as requested to keep you on track
  • Flexibility to update your plan to reflect life and market changes
  • Easy-to-follow reports and updates

Our Firm

Navigate Financial is an independent financial advisory practice. We choose to affiliate with Wells Fargo Advisors Financial Network to carry out the practical aspects associated with serving our clients. In this way our practice combines the benefits of an independent, locally-owned practice (Navigate Financial) with the backing of a large, well-resourced financial institution (Wells Fargo Advisors Financial Network).