Comprehensive Financial Planning
Your financial life is more than just one investment account or one insurance product. Everything is interconnected.
We believe busy families are best served by a comprehensive financial plan – where your income and assets are optimized, and all the moving pieces work together to propel you towards your goals.
Financial Planning
We’re in the business of helping families make smart decisions with their money so they can reach their financial goals. We do this by employing a consistent process to understand your goals, your values, and your aspirations. We review where you are today, analyze your strengths and weaknesses, and make recommendations to best align all the pieces of the puzzle for you and your family.Investment Management
We create custom investment portfolios designed to meet your goals and risk tolerance. We employ a consistent process based on empirical evidence and academic research. We do not experiment or try to time the market. We believe in low cost, diversified investing that is tax efficient and aims fully captures the markets return over the long term.Cash Management
Managing the daily finances of a busy household can feel like you’re running a small business. It’s just money coming in and money going out but keeping track of everything is difficult and it can often leave you wondering where all the money goes each month. We get it. We’ll help you build a process for managing your cash that is easy to understand, easy to implement, easy to follow. Good cash management is the cornerstone for what’s possible in your financial plan..Retirement Planning
It may seem a long way off but there is a good chance you are at, or nearing, the mid-point in your career. Ensuring you are on track now can be a critical component to your future success. Are you invested properly? Are you saving enough? How much should you have saved already? We’ll show you where you currently stand and what’s possible. We’ll devise a plan and optimize your assets to set you up for future success.College Planning
How much should you be saving for college? What is the best investment account to save in? What if my kid gets a scholarship or doesn’t go to school? Saving for college is often a top priority for families and often one of the largest expenses they will encounter. We help families map out a plan, show them what’s possible, and keep them on track to meet their goals.Insurance
Ensuring you have the proper insurance for your home, health, life, and property is a critical component of any financial plan. As a fee-only financial planner, we do not sell any insurance products. We do, however, calculate your insurance needs, make recommendations based on the totality of your financial plan, and help you implement the recommendations. Simply put, it’s an unbiased insurance analysis to ensure you have the coverage you need. Tax Planning
We all have to pay taxes but you’re probably not looking to pay more than you need to. At Navwell Advisors, we incorporate the tax implications into all the planning we do. We help reduce your tax burden by strategically allocating your income and assets, by investing in a tax efficient manner, and by partnering with outside professionals to ensure your optimal outcome.Estate Planning
Do you have a Will in place? If something were to happen to you, who would take care of the kids? Who would handle the finances? Having your estate in order is a critical component to any financial plan. We’ll help you understand the importance of an estate plan and the documents you’ll need. If needed, we’ll connect you with an estate planning attorney who can execute the documents. We’ll be your accountability partner and ensure your estate plan stays current with your goals and wishes. Stay Current
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