Offering of Services:
Computer and Financial Literacy Workshops
Life Transitional Planning
(Widowhood, Divorce, Inheritance, "Sudden Money Event", Retirement)
Comprehensive Divorce Planning
Comprehensive Financial Planning
Cash Flow Analysis
Investment Analysis
Insurance & Tax Review
Retirement Planning
Estate & Legacy Planning
Scenario Planning & What-ifs
Wealth Mentoring & Coaching
Tax Preparation & Planning
Speaking Engagements
Experts in Transition
Wealth Transitions come in many forms, some exciting and joyful (a stock goes public, a business is sold, an inheritance or gift is receieved), and some challenging and frightening (the dissolution of a marriage, the death of a spouse or parent, midlife career changes). Clients come to us because they need objective advice and help planning for and working through these life transitions. Computer and Financial Education in a comfortable, safe setting may be needed. Some clients come to us because they need to have multiple Scenarios reviewed. They are looking for an objective, thorough analysis. Others come to us for help identifying and dividing the assets of a dissolving marriage. While still others come to us simply when they realize they need more than a broker to manage their wealth or explain their options. No matter what your wealth issue, we take a personal interest in your goals, values and aspirations and tailor a wealth management plan that is right for you.
Navigating Wealth is a "fee-only" firm and no product is sold or commissions received..
