Navigator Planning Process

Your unique goals and values determine the path you take on your financial journey. While the individual resources and tools we help you implement are customized to your needs, we follows an intentional framework with each client that ensures every aspect of your finances is addressed as he works with you. Our team will adjust the process as needed to help ensure your strategies and solutions suit your needs and goals as you progress. Whatever your vision of success is, here’s what you can expect when you work with Navigator Wealth Strategies.

Once we have established your foundational priorities, we will help you identify key objectives that align with your overall vision for the future.  People often fail to achieve objectives because they try to accomplish too much at once, or they do not attach specific deadlines to their goals. We will review your resources and help you determine which of your goals are realistic and which should be adjusted or scaled down according to your risk tolerance and priorities. By narrowing your focus and breaking down your goals to specific objectives, you may have a clearer path to accomplishing your financial goals.

Based on the discovery and assessment, our team will recommend specific steps to help you pursue your financial goals. We will help you establish a timeline so you know which objectives to focus on, and set a course to help you maximize your resources and stay on track for your overall goals. During this step of the process, we will recommend specific products and strategies—financial tools—to mitigate risk for your assets and help you capitalize on opportunities along your financial journey.

As our team establishes your financial strategies, we will coordinate with your other trusted advisors to ensure your financial, tax, and legal activities are working together cohesively to help you pursue your goals. Your journey is our priority, so we’ll ensure each of your stakeholders has the necessary information they need to help you on your financial journey.

Once you’ve established a course and have your financial tools in place, we will implement your strategies and work closely with you and your other third-party professionals. In this step of the process, you might transfer assets into more tax-efficient accounts, begin a savings plan, or assign successors to your estate or business.

Implementing your financial strategies is an ongoing process. Your lifestyle, priorities, risk tolerance, needs, and the economy change over time. The team's final step is to monitor your financial situation on an ongoing basis. As you change, we will continue to review your strategies periodically and adjust them as needed to keep them in alignment with your goals. We’re here to answer questions, offer professional perspective, and provide ongoing support to help you establish the future you desire for yourself and your loved ones.