Genuine financial planning incorporates the financial planning process - define the goals, gather the information, analyze the data, formulate, implement, and monitor the plan. You address the issues that will allow you to live the life you want to live.
For many, that will include ensuring their risks are properly managed, that their retirement is on track, and that they have planned for the important life events. These could include having an updated estate plan, making good decisions regarding when to take Social Security, funding their children’s education, and even the cost of weddings. For others, debt management and/or buying a home could be a priority.
Navion Financial Advisors was formed in response to the growing public awareness that while they needed to coordinate all their financial affairs, they also want choice and flexibility. Many people are comfortable handling their own affairs most of the time, and wish to just validate their decisions on an occasional basis. Others want ongoing assistance. Most want to know what it is they are paying for, and how much.
By offering hourly, as needed financial planning separate from investment management, Navion Financial Advisors can provide the precise level of service you desire.