Wealth Navigator

Monthly Subscription Services
Partner with us to help achieve your financial goals.
Financial planning assistance at a flat rate 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!
Navigator Basic - $250 / month
- Wealth Navigator Technology System
- 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
Navigator Premium - $400 / month
- Wealth Navigator Technology System
- 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)