Collaborative Financial Planning for Early Retiree Hopefuls

NFP is a progressive fee-only and advice-only financial planning firm that serves the next generation of retirees. those looking to retire early navigate the challenges and unique planning considerations that come with early retirement.

Our focus is on individuals and couples in their 30s and 40s who are actively pursuing FIRE, CoastFIRE, or a specific life transition creating financial independence. Navigate also focuses on helping individuals on the precipice of retirement make informed decisions about their future.

We accomplish this together by engaging a collaborative and thorough planning process to help you navigate the unique challenges with early retirement, and focus on aligning your money with your values.

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Meet
Jake Stalder

Jake is a CFP® Professional located in Cedar Falls Iowa, serving the community and working virtually with clients across the country.

His focus is on collaborative planning for the next generation of early retirees.

Learn more about NFP

Resources

Core
Values

These values are the fundamental beliefs and principles that drive decisions and shape how Navigate Financial Planning interacts with its customers. Our values provide a compass, giving us direction and guiding us in everything we do.