start your membership
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Expert guidance
at a cost that's affordable
Our services are designed to provide you with the same level of guidance and support you would receive from a traditional financial advisor but at a fraction of the cost.
$24.99/month
Basic financial planning & advice
Unlimited communications with your Navigator
Access to our basic suite of financial planning tools and services
$49.99/month
Basic financial planning & advice
Unlimited communications with your Navigator
Access to our full suite of financial planning tools and services
One-click investment management
OR
Customized investment management
Contact for pricing
We help companies
and associations
start a new 401k plan or manage an existing plan 401k plan successfully
![image](https://navigatefinancial.com/wp-content/uploads/2023/07/Navigate-Info-I.png)
![image](https://navigatefinancial.com/wp-content/uploads/2023/07/Navigate-Info-I.png)
We help employees
navigate their current and prior 401k accounts successfully
![image](https://navigatefinancial.com/wp-content/uploads/2023/07/Navigate-Info-I.png)