Our Process
Wealth Navigators’ interactive collaborative experience will help you identify the right strategies for your situation, as you pursue your financial goals. To learn more click on our interactive wheel
Discover
Together we’ll define what capacity Wealth Navigators can support you. We’ll ask a lot of questions and do even more listening to fully understand your needs and life goals.
Discovery
The first thing a GPS needs is information. Where do you want to go? How much fuel do you have? How fast do you like to drive? Do you prefer freeways, city streets or scenic highways?
Get Organized
Compiling relevant financial records will help us connect the dots to evaluate and prioritize your life commitments. We account for quantitative as well as qualitive aspects to determine risk tolerance and bring order to your goals
Collaborate
Real-time technology, infused with our holistic methodologies, brings simplification together to align your needs and goals in a smarter way.
Implement
Your unique lifestyle will always be the driving force behind our recommendations and investing decisions. We can help you proactively implement plan recommendations, or you may wish to carry out changes yourself.
Monitor
We’ll actively monitor and continually adjust your plan accordingly throughout market fluctuations, tax law changes, inflation, recessions, and life events. Client reviews provide you with ongoing perspectives on how best to manage your finances as we stay with you every step of the way.
Set An Appointment
