We are a couple of techies. We are very planned and data driven individuals and have always been interested in finances. We strongly believe that basic financial security should be a right and not a luxury which it is for most people right now. This is due to many factors most of which is lack of reliable and usable information at the right time. Spending 1% of the time building the strategy we are going to execute on and bank our financial security on for the next 20 to 50 years can make HUGE difference. This is how WealthNav was born. Our finances were getting more complicated and comparing multiple options at the table was getting harder and felt more and more uncertain. Building and mapping it in WealthNav helped us project what our expected cashflow will be for each of the strategies under comparison. It also helped us evaluate which strategies outperformed others in terms of net worth accumulation and by how much. This helped steer the conversation around how much cash flow we at least want every month and what type of net worth we want to orient our investments towards. This helped us make the decision over which I was in analysis paralysis for over 4 months.

We genuinely believe this can help you plan for your and your family’s future with higher certainty and higher visibility as well. We are amidst finding WealthNav’s main purpose and finding which individuals it resonates with the most. So if you would love to chat, collaborate, brainstorm how to make the most out of WealtNav please reach out. We would love to chat!