Services

Navigator Financial provides comprehensive financial planning designed to support your long-term success. You can choose from either a full-service option that includes both financial planning and ongoing investment management, or you can opt for a standalone financial plan.

Financial Management

Comprehensive Financial Management—Tailored to Your Goals

Entrust us with the responsibility of managing and implementing your financial strategy. Our process begins with a thorough and holistic evaluation of your current financial position. Based on this detailed analysis, we will develop a personalized financial plan to help you achieve your long-term financial objectives. Once your plan is finalized, we will oversee its full implementation and ongoing management.

Our services include:

Investment Management
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Risk Management

Let Us Handle Everything—So You Can Focus On What Matters Most

Fees for this service are based on the value of the clients assets that we manage for them, according to the following tiered schedule:

Financial Planning

Standalone Financial Planning Service

For clients who prefer a more hands-on approach to managing their finances, Navigator Financial offers the option to purchase a comprehensive financial plan as a standalone service. With this service, we will prepare a detailed and customized financial plan, while the client retains responsibility for implementing the recommended strategies.

Pricing will depend on the complexity of the client's financial situation. The fee for this service will be fully disclosed and mutually agreed upon prior to the commencement of any work.