Our Process

Navigate has a straightforward system of gathering information necessary to develop and implement a plan to meet clients' goals. It consists of a series of face-to-face conversations to lay the groundwork for the customized plan.

Client Process

Discovery Meeting. We meet with the prospective client and decide together if it is a good fit. We discuss the current situation, the client’s goals for wealth management, and if Navigate could add significant value. Together, we can advise whether it’s a good fit for both, whether the client should consider staying put, or whether we could recommend a different adviser who might better serve the client.

Investment Plan Meeting. A discussion occurs regarding specific recommendations and a course of action to begin to achieve client’s wealth management goals and objectives.

Mutual Commitment Meeting. This is a very important step where all necessary documents are reviewed to begin implementation of the plan. This meeting would signal the beginning of action.

45-day Follow-up Meeting. This meeting is to fill any cracks if there should be any. Any loose ends would be knotted and account statements are reviewed in detail. Also, we review paperwork received from the client and other professionals to ensure proper measures have been taken to proceed.

Ongoing Progress Meeting. Either a quarterly or semi-annual meeting with the client occurs either in-person or via video-conferencing to review progress and take action on financial planning.

Written reports are issued once per quarter, clients will receive an annual review, or they may receive reports on demand.

Again, peace of mind comes from our clients knowing that we are available for them when they need us.