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Financial services for dentists, medical professionals and business owners.

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Financial Life Planning

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MoneyGuidePro

At Navipath Financial, each of our comprehensive investment portfolios and financial plans are fully-customized to help you live your best life now while working to meet your long-term goals and priorities. We offer trusted guidance and objective advice with open communication and full transparency. We’ll make sure all of your questions are answered, your needs are met — and then plan to meet with you regularly to make sure everything is staying on the right path.

  • Tax management
  • College funding
  • Goal funding
  • Estate planning
  • Charitable giving
  • Retirement planning
  • Tax strategies
  • Disability income
  • Long-term care
  • Distribution strategies
  • Survivor income needs
  • Succession planning
  • Debt management
  • Generational wealth planning
  • Key person insurance & bonuses

Financial Guide

Step 1

We help you create your family’s personal Balance Sheet by incorporating your business and personal assets and liabilities.

Step 2

We set up Fetch Financial Life Hub (hyperlink to fetch demo) – your own customized portal where all your financial information will be housed. Included is a secure vault where your important legal, tax, financial, and medical documents can be stored.

Step 3

Game plan – this is an Executive Summary of actionable items to help improve your family’s financial situation and take advantage of strategies to minimize your short and longer term tax burden.

As your Personal CFO you have on-going access to our team as questions arise and new opportunities present themselves.

How to work with us?

We charge planning and consulting fees based on the complexity of your financial situation. However, there is no cost for your initial consultation as it is designed to show the value we will add, the time you will save and the confidence you will gain moving forward with more certainty in your financial situation.

Addon services we can provide as your Personal CFO:

  • Succession planning
  • Debt management
  • Generational wealth planning
  • Key person insurance & bonuses
  • Retirement plans

Portfolio Management

Bluemonte Personalized Investment Platform

Once we know your financial goals and have completed a risk assessment, we’ll build a customized investment portfolio that’s just right for you. You can access real-time statements and customized reports, along with everything you may need, in one centralized location that can be accessed any time of day or night.

Visit Bluemonte

FETCH Financial Life Hub

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Fetch Financial Life Hub

Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that can be accessed any time of day or night.

Retirement Plan Services

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Retirement Plan Services

We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.

For Women

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StrongHER Money

Recognizing that men and women think and talk about money differently, we created an educational website designed for women to learn how to live financially fearless.

Visit StrongHER Money
Financial Checklist

How do you measure up? Are you prepared? Review the checklists below and then contact NaviPath to set up a time to discuss your business and all the ways we can help build and secure your financial future.

Early Career

Mid-Career

Late Career

What to expect when you work with us?

Each client relationship is tailored to meet your needs – preference for communication, frequency, reports and meetings. We pride ourselves on delivering an experience unmatched in our industry. To give you a sense of what to expect, check out our sample annual client service calendar.

See Our Sample Annual Client Service Calendar

Let’s get started.

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Schedule

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2
Meet

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3
Roadmap

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Here at NaviPath Financial, we seek to serve each and every client as an individual who matters. Contact us today!