Smart Start Navigator

For clients who want more than a single planning engagement but aren't ready for full AUM management, Smart Start Navigator offers ongoing financial planning and advice for when life gets complicated and decisions matter most.

Smart Start Navigator is a subscription-based planning service for individuals and couples who want a financial advisor in their corner, every step of the way. Rather than a single plan, it delivers ongoing guidance through a structured, six-phase process, covering your financial foundation and cash flow, debt strategy, protection and benefits, investments and retirement strategy, and estate and legacy planning, building toward a complete financial plan and a clear set of next steps.

It's designed for anyone who feels unsure about their financial decisions, has accounts scattered across multiple places with no clear strategy, or simply wants ongoing support rather than managing everything alone.

Smart Start Navigator starts at $295/month and includes full access to planning software and ongoing advisor support.