What We Offer

Plan with Purpose.

That’s more than a tagline. It’s everything we offer summarized in three words.



Every journey starts with a plan. And every good financial plan starts with two seemingly contradictory elements: freedom and boundaries.

Freedom is your ability to respond to the opportunities and obstacles of life.

Boundaries define the safe zone and keep you heading in the right direction.

When clearly defined, boundaries allow freedom of movement. Working together, they create a plan that is both enjoyable in the moment and fruitful in the future.

With Purpose.

With Purpose.

This is the why behind the plan. And it’s what makes Navigator Financial different. If you’re only concerned with portfolio performance and squeezing every penny, you might want to look somewhere else.

We believe the impact your money and assets make is more important than the numbers themselves. That’s why we’ll guide you through a values-based approach.

What Services Do You Offer?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of a successful financial journey.

Asset Management


Risk Management


Financial Planning



One of our core values is transparency. In that spirit, the cost of working with us will never be hidden or disguised.

We offer and prefer fee-based advisory.

Put simply, we charge fees for our services within a tiered structure. This means that what you owe will be consistent and expected. Our fee system also ensures you avoid:

  • Fluctuating costs
  • Needless transactions that may rack up commission charges
  • Being pigeonholed into specific products or services for the sake of our own kickbacks

That said, fee-based advisory is not right for everyone. Your unique situation may be served best by a commission-based structure or product – and that is a completely acceptable option.

What is Your Process?

We will guide you through our seven step process that starts you in the right direction and keeps you on course.

View Process