Start Your Adventure - FP Navigators

Getting Started

Getting started is often the hardest part of financial planning.

Clients typically seek our team’s expertise to define & strategize goals, develop simulations, and navigate complexities of life’s various seasons.

We can’t wait to join you.

Below is a map outlining two ways to begin your financial planning journey with our team. Both paths start with scheduling your complimentary Discovery Meeting—a chance for us to get to know each other and determine if we’re the right fit. During this call, we’ll also walk you through both planning options to help you choose the best approach for your needs.

Schedule your Discovery Meeting

Start Your Plan

Let us help start building your map today.

To help you better understand where you are and where you’re going, we leverage technology to start building your financial map. This snapshot of your personal situation allows you to easily organize your goals and resources and gives a visual representation of your journey.

Using insights from this map, together we will review your initial plan in tandem with a detailed “Output and Recommendations” report to fulfill our fiduciary duties. We also customize this report to help align with your future goals and priorities—many of our clients find this helpful as they begin the financial planning process.

Start Building Your Map