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Financial Planning

Financial Planning: The Cornerstone of Your Success

How do you know where to invest your funds? How can you be certain that you’ve saved enough for your retirement? How do you determine the right time and the right way to adjust your portfolio? The answer to all of these questions is simple: Have a financial plan.

At Navigate Wealth Planning Group, custom-designed financial plans form the foundation for every other wealth management decision we recommend to our clients. A financial plan is key to helping you see the full picture of your finances, and envision the path that will work towards your long-term financial goals. That’s why we begin every client relationship with our straightforward, three-step financial planning process.

Our Financial Planning Process

In order to understand how we can best help you, we begin our relationship by creating a financial plan for you. Here’s how we do it:

  1. Fact-Finding – We sit down with you to gather vital information that will help us better understand your needs and how we might be able to help. This includes assessing your current assets, discussing your goals and objectives, and outlining other important financial details. This is a low-pressure, no-commitment meeting that allows both you and our team to determine if Navigate WPG is a good fit for you.
  2. Developing the Plan – Once we know you and what you need, we start creating your financial plan. Your plan is tailored to your individual needs and goals, designed to help you pursue your own version of financial success. No matter where you’re starting out on your financial journey or where you want to go, we can create a plan to help you work towards that.
  3. Implementation and Ongoing Support – After we’ve gone over the plan with you and you’ve approved it, we’ll do whatever’s needed to set your plan in motion. This might include opening accounts, purchasing insurance, and making certain investments. Then, we’ll continue monitoring, assessing, and adjusting your plan as needed to keep you on track year after year.

Start Planning to Meet Your Financial Goals

Are you ready to take control of your finances? Let’s sit down together and start working on a customized plan to help you pursue your financial goals. Contact Navigate Wealth Planning Group to schedule your zero-obligation consultation today!

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