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Financial Services Guide: Wealth-Building Technology - Wealth Navigator

Wealth Navigator

Wealth Navigator

Partner with us to help achieve your financial goals. 


Financial planning assistance at a flat rate monthly subscription.  

Gain access to easy-to-use wealth building technology. 

Cancel at any time. 

Let us be part of your success story by serving as your Wealth Navigator!

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Navigator Basic ($250/month)

  • Wealth Navigator Technology System
  • Organization & Visualization of Your Finances via Asset-Map
  • Ongoing Investment Advice For (1) Held-Away Investment Portfolio
  • Retirement Analysis (Ongoing Review)
  • Quarterly Virtual Advice Meetings (1-Hour Sessions)
  • Unlimited Email Access as Questions Arise
  • Quarterly Check-Ins: Investor / Financial Health Status
  • Unlimited Access to Educational Resources
Get Started

Navigator Premium ($400/month)

  • Wealth Navigator Technology System
  • Organization & Visualization of Your Finances via Asset-Map
  • Ongoing Investment Advice For (2) Held-Away Investment Portfolios
  • Retirement Analysis (Ongoing Review)
  • Monthly Virtual Advice Meetings (1-Hour Sessions)
  • Unlimited Email Access as Questions Arise
  • Quarterly Check-Ins: Investor / Financial Health Status
  • Unlimited Access to Educational Resources (+ Premium Content)
Get Started