General Info

The Capital Navigation Plan is a process we developed utilizing our 20 years of experience providing comprehensive wealth management for high net worth business owners, individuals and families. The Capital Navigation Plan is a comprehensive 6 step process designed to navigate you towards your financial objectives, by integrating all aspects of your financial life into one coordinated strategy. During this process we act as facilitator and proactively work with all your advisors including your accountant, attorney and insurance professional. This approach allows for the open sharing of ideas and perspectives between your team of advisors to help assure the most appropriate solutions are implemented on your behalf. Finally, the Capital Navigation Plan is designed to provide you the peace of mind and confidence in knowing you have a totally coordinated wealth management plan.