Financial Planning

Client Centered

At Navis, we believe a sound financial plan takes into account all aspects of your life - so you can you enjoy the success you’ve earned and live the life you want today without compromising your goals or plans for tomorrow.

Because we are a multi-family office, we work together to provide you with all-encompassing investment, tax, estate planning, and other advice that may not be available elsewhere. We pride ourselves in working together to determine the path that can best yield your desired lifestyle and preferred financial outcome. 

Because each journey is different and individual needs and goals change over time, we are prepared to advise you on a multitude of pivotal financial/lifestyle decisions that you and your families may face in a methodical and disciplined manner. As CFP® professionals, we monitor progress toward your goals and aspirations on an ongoing basis to keep pace with the ebb and flow of life. In practice, this means we are there to help guide you through all of life’s important moments. 

Our Financial Planning Process

Areas of focus include, but are not limited to:

Estate, Trust & Multigenerational Planning

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Retirement Planning

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Cross Border Estate & Tax Strategies

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Business Consulting on Mergers, Acquisitions & Succession

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Balance Sheet, Cash Flow, Leverage & Entity Structuring

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Insurance & Risk Management

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Calculators & Videos

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Suggested Content

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.
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The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website.

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