Navigator Plan Our navigator plan is geared towards individuals or families just starting on their financial journey. We know how busy life can be and the demands on us at work or home. We are here to help get you started. You will have access to your own personal website and Financial GPS. The online experience will help stream line your financials and make easier to view your entire financial picture.Personal Financial WebsiteFinancial GPSChoice of Two Plans Accumulation Retirement PlanningRetirement Cash Flow PlanningEducational PlanningRisk AssessmentBudget PlanningAccount AggregationDigital VaultBeneficiary ReviewLife Insurance ReviewAsset Position AnalysisMonthly NewsletterMarket UpdatesWe will track our progress annually and update any changes or goals in your Financial GPS and set expectations for the upcoming year.