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How We Operate

Journeys Require Planning

You won’t get where you want to go by accident.
Here at Navigator Financial, we will walk you through a multi-step process designed to both piece together your personalized plan and put it into action.

Prepare Your Journey

Prepare Your Journey

Don’t leave port without preparing. Your first step will be a discovery meeting with your advisor. 

Find Your Bearings

Find Your Bearings

Our business is built on a foundation of thoughtful client relationships.

Plan Your Route

Plan Your Route

Don’t leave port without preparing. Your first step will be a discovery meeting with your advisor. 

Mitigate Your Risks

Mitigate Your Risks

Our business is built on a foundation of thoughtful client relationships.

Launch Your Journey

Launch Your Journey

Now it’s time to set sail. If you decide to sign on with Navigator Financial, we will develop a plan for working together as we move forward.

Assess Your Progress

Assess Your Progress


Adjust Your Course

Adjust Your Course

With the winds constantly changing, it’s easy to drift off course. Your advisor will help you make any necessary adjustments, big or small.

At any point in your journey, it’s easy to get lost in the fog of life. Job changes. Health problems. Unexpected events.

Through it all, you can rely on the one compass that never changes. Your values.

More Questions?

If you have more questions about our processes or how we operate, check out our frequently asked questions. 

FAQs