Welcome! Navigational Wealth Planning, Inc. seeks to provide reliable financial direction to residents of Marietta, Powder Springs, Kennesaw and Acworth communities. Two specialized areas of expertise cater to the needs of our clients: retirement analysis | comprehensive financial planning and/or impressive fee-only investment management services. Hourly retirement analysis | financial planning services provide conflict-free objectivity in analysis and insight. Whether you are seeking a CFP® | Certified Financial Planner™ or fee-only Financial Advisor …welcome!
Partnering with You
Our approach is straightforward: to help people sort through the clutter, noise and uncertainty of financial choices; assisting them in making decisions that will bring peace to their lives.
Introduction
Watch this short video to learn how Navigational Wealth Planning, Inc. can benefit you.
Wealth Management
Offering what individual investors deserve and want: intelligent, active management from collective experts working for your benefit.
Individual Financial Planning
Assisting with decision-making, getting questions answered and taking steps toward your goals as life circumstances unfold.