Wealth Navigator

Monthly Subscription Services

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!

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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