Membership
Experienced financial guidance at a transparent, affordable fee.
Experienced financial guides at low monthly or yearly fees – only $20 monthly or $200 yearly.
• Initial goal setting with your financial guide
• Quarterly check-ins
• Opportunities to network during events
• Full transparency
• Guidance through major life events
• Flexible virtual meetings
• NO minimums
What You Can Expect .
Goal Setting
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Budget + Saving
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Investment Education
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Debt Management
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Retirement Planning
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Improve your financial well-being with the help of a financial coach to guide you through major life events and promote behavioral changes to help you make better daily decisions. PV Navigator is a convenient, digital platform that provides you with access to trusted and experienced financial advisors via flexible virtual meetings. With your membership, you will also have access to Right Capital, a powerful and interactive financial planning tool for tracking your spending, budgeting, setting goals, and more.
Additionally, your membership with PV Navigator will provide you with opportunities to network during events and referrals to other professional services such as accountants or attorneys. Get all of this ongoing, comprehensive advice at a transparent, affordable cost!
Goal Setting
You need to know what you’re working toward, and we’ll help get there. Our financial guides will work with you to figure out what matters most to you, and will build you a personalized financial plan to get you on the right path.
Budget + Saving
Planning a getaway? Or are you wondering how much you’ll need to save to buy your first house? Based on your short- and long-term goals, we’ll crunch the numbers and show you exactly how much you need to be saving for each specific goal. We want to help you create a budget that makes room for the things you love most, and gets rid of the stuff you don’t.
Investment Education
It’s time to let your money work for you. We’ll guide you through the investment landscape and help you select the services that are tailored to your wants and needs.
Debt Management + Student Loans
Student loans bogging you down? Credit card debt you can’t seem to shake? We’ll help you refinance your loans (if needed) and get a handle on your debt once and for all.
Watch our Student Loan video:
Retirement Planning
The future is closer than it appears. 401ks. IRAs. Name that acronym. We’ll help you make sense of it all and set aside the right amount so you can retire with confidence when the time comes.
Watch our Retirement Planning video: