Getting You on the Right Path

Life is full of changes - both planned and unplanned. These may include divorce, loss of spouse, change of career or lifestyle, retirement and inheritance. Our needs change. Our outlook on life changes. But through it all we need a constant that will always be there for us.

Navigating Wealth is more than our name – it’s what we love to do. We help you along life’s path by creating a personal wealth plan so you have the assurance you need to face life challenges and changes.

Planning that’s Focused on You

Financial planning is more than numbers to us; it is about who you are – your goals, dreams and legacy. A life-focused plan is about creating a financial path that is just for you and what you want out of life.

Navigating Wealth
  • Focuses on your entire financial picture, not just on your investable assets
  • Customizes financial plans that fit your life
  • Integrates goals, dreams and possible future transitions into your plan

Giving You Financial Confidence

We understand financial planning can be overwhelming. Through a supportive environment, Navigating Wealth can help steer you in the right direction. Our team develops a strategy that works specifically for you. We listen to what you want in your life, and then we help you create options which allow you to reach your goals. Navigating Wealth’s approach is not just spreadsheets and diagrams, it is about understanding you so you can achieve balance and make confident decisions.

Providing Peace of Mind

At Navigating Wealth we believe that when you are in control of your financial future, you can live a more fulfilling and prosperous life.

From advising, coaching and educating, our team of wealth mentors provides the knowledge you need to help chart your financial course so you have the freedom to make smart, confident choices.

As a division of Stearns Financial, NAVIGATING WEALTH uses the research and professional resources of Stearns Financial, an award winning fee-only firm. Neither NAVIGATING WEALTH or Stearns Financial sell any products; therefore we are truly objective in our strategic planning and keep your best interest at heart.

Take the First Step Today

Navigating Wealth is a fee-only financial planning firm that helps provide you with the tools you need to take control of your finances so you can enjoy life to the fullest and reach your dreams. Call us at 336.706.8100 and let us help you start navigating your wealth of opportunities!