Navigate Financial Planning

11/29/2023

Advice only planning is a growing area of financial planning that focuses on providing financial planning services for those seeking advice without investment management. It has actually been around for a number of years, but recently the term ‘advice only’ has gained significant traction among ...

10/09/2023

https://www.navigatefinancialplan.com/post/why-cybersecurity-is-an-essential-element-of-a-financial-plan

Protecting what you save is a conversation that is commonplace when working with an advisor, and usually is discussed in the realm of protecting one with insurance. However, one should also be vigilant and knowledgeable in the area of cybersecurity. Every day a vulnerability is exposed, whether it b...

08/23/2023

05/19/2023

An HSA is a powerful yet underutilized tool for early retirement planning. Here are some noteworthy benefits and strategies to consider.

If you are in the fortunate position of considering early retirement and are savvy about how you allocate your savings, you likely are already on a great path to accomplishing your goals. More than likely you are taking advantage of your 401(k)/403(b) or other retirement plan, a Roth IRA, and possib...

03/29/2023

https://www.navigatefinancialplan.com/

I’m pleased to introduce Navigate Financial Planning. NFP is a fee-only financial planning firm located in Cedar Falls IA serving individuals virtually and in person. NFP provides ongoing and hourly planning services to small businesses, young couples, experienced investors who self-manage their investments, and anyone going through difficult life transitions.

My goal is to be a partner and navigator for people who are looking to work with a financial planner, but don’t necessarily know where to start. I strive to create an environment where individuals can access advice-only financial planning in a transparent, cost conscious, and easy to understand manner. I believe that everyone should have access to a guide that can help them along their financial journey regardless of their net worth or financial circumstances. I provide a 30 min free fit meeting to anyone looking to partner with a financial planner to determine if we work well together.

Based in Iowa, our fee-only, advice-only financial planning firm provides unbiased and personalized guidance to help you confidently navigate your financial journey.

03/24/2023

When seeking out a financial planner, it can be challenging to know what to ask, and feel like you are stepping into the unknown. At NFP, we believe in being as educational and transparent as possible in helping those navigate their financial futures.

Choosing a financial planner is crucial for your financial and personal well-being. Ask these eight questions to find an expert.