Who We Serve
Over the years, our team has found that successful people like you share common goals, such as clarity in their financial life, confidence in their future and the ability to lead a meaningful life. Although we serve a wide range of clients with diverse goals and needs, they all choose Navigoe for the same reason: peace of mind.
Is Navigoe A Good Fit For Your Investment Management Needs?
The profiles below provide a snapshot of our most common client situations and their questions. We understand that you are unique, as is your situation.
Our most successful client relationships have the following things in common:
You are over age 40, getting serious about planning for your retirement or already retired.
You have accumulated over $1,000,000 in investment assets and retirement savings.
You seek ongoing financial consultations and a relationship with a CERTIFIED FINANCIAL PLANNER™ practitioner so you can focus on enjoying your journey.
Clients We Serve
NEWLY-RETIRED COUPLE
Lucy & Richard
Lucy and Richard both recently retired from fulfilling careers. Up to this point, they felt that managing their finances was not very complicated. With their recent retirement, they are looking for a financial partner to guide them successfully through their retirement years.
SINGLE PROFESSIONAL
Samantha
Sam is a corporate attorney for a large healthcare company. Sam has never worked with a financial planner before; instead, she does financial and investment management on her own. She is worried that she does not have enough money to hire a financial planner or that her situation is not sophisticated enough.
YOUNGER BUSINESS OWNERS
Martin & Gina
They sought out financial consultations to help them make decisions with their respective careers while staying on track for their kids’ future expenses, including college, as well as their own retirement "someday."
How We Work
Navigoe works closely with you to achieve true prosperity, focusing just as much on building your wealth as building our relationship with you. With our team by your side, you can look forward to feeling confidence and clarity every step of the way.
Meet the Crew
Much like sailing, having a smooth financial voyage requires having the right crew. Each team member has a unique reason for choosing this profession, but we all share a common goal: to help you navigate to the financial life you always wanted
Take the Next Step in Your Financial Journey
Get in touch to tell us more about your plans and see if we are the right co-captain for you.