Goals-based planning

NaviPlan allows advisors to meet the needs of any client with simple goal-focused plans. These plans start with goals and are backed by cash flow analysis, allowing you to tailor your advice to your client.

Attract more prospects

The goals-based planning functionality of NaviPlan helps firms cater their services to attract a broader client base that can later be scaled into a full, comprehensive financial plan as needs evolve.

Goal assessments

NaviPlan allows advisors to quickly engage clients with a variety of goals-based planning modules including retirement, insurance, and education planning snapshots. Improved visibility encourages clients to save more and grow more to meet their goals.

Scalable advice

As client needs evolve, NaviPlan allows advisors to easily promote a simple, goals-based plan into a more comprehensive planning experience without the need to re-enter data.

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

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