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Our Process

Navigation for Wealth™

Navigation for Wealth™ is our custom process that allows you to identify and organize your goals and priorities so you can stay confident that you will reach your maximum potential while staying in control of your assets and wealth.

It was developed by Adam Kazalski, ChFC in 2011 to help his clients articulate their dreams and plan to execute them.

As a Navigation for Wealth™ client we ask you “WHY” as the first and foremost question in our discovery process. Why do you want what you want; and why do you do what you do? In discussing your goals, ambitions, and dreams we help you visualize where you want to go and assess what might be holding you back.

Together we build a financial plan that is specific to your individual needs and circumstances now and down the road. In short, we help you navigate life’s complicated waters. We’ll help you get to where you want to go.

Our four-step process begins and perpetually continues with YOU and your purpose with your goals always at the heart of the journey.

Navigation for Wealth™ has been built to help provide security, confidence and prosperity for all by providing a structured methodology for every individual, family and closely held business.

Planning is everything

It’s also the foundation for intelligent, well-considered decisions. When you have dreams in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a plan that carefully brings it all into balance.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with you to evaluate those opportunities and dream towards the future. 

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