Helping dentists, medical professionals and business owners navigate their financial path.

You focus on your business.
We’ll focus on your future.

Dedicated professionals like you deal with competing priorities: family, patients, business, personal time, etc. At the end of the day, you often have important things left undone, such as your own personal financial planning: tax mitigation strategies, protection, succession and retirement planning. You know these things are important because some day you will want to retire. You want to be ready and able to enjoy that time as well.

At NaviPath Financial, we specialize in personal financial planning for dentists, medical professionals and other business owners. We know that each of you have complex and unique financial needs. We know you have short and long-term goals, and most importantly, we know how to help you achieve them.

You could do it all.
But you don’t have to.

With NaviPath as your financial partner, you can focus on serving patients and growing your business. When you work with us, you can rest with confidence that your complex financial needs: short and long-term goals are being professionally managed.

Let us help you navigate your financial path.

Let’s get started.

1

Schedule
an appointment.

2

Meet in person or
via video conference.

3

Navigate your path
to success.