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Our Process

At NaviPath Financial, we believe the time we spend together is a meaningful experience beyond measure. This is one of the most important aspects of our fundamental approach to financial planning. It begins with a conversation to discuss your goals and what's important to you. We can help you visualize the impact of your financial decisions, and then determine a strategy that we review periodically and adjust as your financial goals and life unfolds. We can work together to create a personal and engaging financial planning experience. We take your journey seriously and will be there every step of the way — listening, planning and advising.

LISTENING - Every financial planning experience begins by listening to our clients. We want to know who you are and where you want to go with your financial future. In the early stages, we'll gather information and work with you to help identify and prioritize your financial goals.

PLANNING - Working together through in-depth research and analysis, we can develop sophisticated and personalized strategies designed to pursue your goals. We aim to accomplish this through comprehensive analysis of your financial information, ultimately proposing solutions designed to suit your unique situation. Leveraging our experience and knowledge, we can save you time and simplify the process.

ADVISING - Because the responsibility of pursuing your goals is both of ours, we strive to be lifelong partners as you pursue your financial aspirations. Along the way, we can regularly review and monitor progress and take actions as needed. Implementing strategies and initiating progress reviews can be the difference between dreaming the dream and living the dream.

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