Navigation Planning Group

Navigation Planning Group You don't need another Advisor. You need a Financial Architect. Real plans. Real results. Let’s build your financial future.

I help with life insurance, tax-free retirement, Medicare, disability, health plans, estate planning, and business strategies. With over a decade of experience in the financial services industry, I've witnessed firsthand how money shapes our career paths, living situations, and sense of self. Unfortunately, conversations about finances within families often remain shrouded by cultural and psycholo

gical barriers. My passion lies in empowering clients to overcome financial limitations while navigating the unpredictable nature of economic landscapes. I am committed to guiding individuals of all ages and financial backgrounds toward the attainment and preservation of wealth, emphasizing the importance of holistic self-care and emotional well-being. The satisfaction of witnessing families strengthen their financial foundations is unparalleled. On a personal level, marrying my high school sweetheart, who transitioned from banking to prioritizing family, remains my most fulfilling decision. Together, we are blessed with five beautiful children, three boys, and two girls. Beyond my professional endeavors, I cherish moments spent with loved ones, whether soaring through the skies, riding ATVs, or pounding the pavement on my daily run. Let’s start a conversation about shaping your ideal life.

All week I talked about planning. Medicare. Retirement. Estate. And people treat those like separate to-do lists you’ll ...
09/04/2026

All week I talked about planning. Medicare. Retirement. Estate. And people treat those like separate to-do lists you’ll get to someday. They’re not. They’re one plan, for one crew, headed one direction. Everybody in this boat is counting on the same map. That’s what planning really is. Not a stack of chores, but a heading for the people you love. Who’s in your boat?

Follow me and I’ll show you how to turn that dream into a flight plan.

09/04/2026

My kids buried me in the sand and I just let them. Because they’re always going to put weight on me. That’s what being the one they count on means. A pile of sand is funny. A pile of bills with no plan behind it isn’t. Same weight either way. The difference is whether you saw it coming. When the people you love put their whole world on your shoulders, are you ready for it?

Follow me and I’ll show you how to turn that dream into a flight plan.

Estate planning sounds like something for rich people or old people. It’s neither. It’s just this: if you couldn’t speak...
09/03/2026

Estate planning sounds like something for rich people or old people. It’s neither. It’s just this: if you couldn’t speak for yourself tomorrow, would someone know your wishes? Who’s raising your kids? Who’s making the calls? Who gets what, and who decides?

A plan answers those questions so your family never has to guess at the worst possible moment. Have you actually written any of it down, or is it all just in your head?

Follow me and I’ll show you how to turn that dream into a flight plan.

Here’s something a lot of people don’t know I do. I’ll come teach your group about money, for free. Book club, church gr...
09/02/2026

Here’s something a lot of people don’t know I do. I’ll come teach your group about money, for free. Book club, church group, running club, sorority, team at work, whatever you’ve got. You pick the topic. Investing, budgeting, retirement, getting out of debt, whatever your people actually want to learn. All I ask is a space to teach and at least 10 folks in the room. That’s it. Real information, no cost, no pressure. Who do you know that could use a session like this?

Follow me and I’ll show you how to turn that dream into a flight plan.

09/02/2026

I asked Carter what he wants to be when he grows up. His answer? A YouTuber. Somebody might want to tell him he’s basically already on the payroll. But here’s what got me. When I asked what he’d do if that didn’t work out, he had a backup ready without missing a beat. That’s two kids in a row now with a plan AND a plan B. What did YOU want to be at eight?

Follow me and I’ll show you how to turn that dream into a flight plan.

You can grind. You can push. You can hold the position way longer than most. But nobody holds it forever. There comes a ...
09/01/2026

You can grind. You can push. You can hold the position way longer than most. But nobody holds it forever. There comes a day you set the weight down, and the only question that matters is whether something’s there to catch you when you do. That something has a name. It’s called a plan. Are you building the thing that catches you, or just hoping you never drop?

Follow me and I’ll show you how to turn that dream into a flight plan.

09/01/2026

People think they need a bigger house. A new car. A raise. And sure, those are nice. But before any of it actually works, you need one thing. A plan. Everything else is just stuff until there’s a map underneath it. So what are you building toward, and do you have the plan to get there?

Follow me and I’ll show you how to turn that dream into a flight plan.

Most people don’t think about Medicare until it’s suddenly right in front of them. Then it’s a rush of choices under a d...
08/31/2026

Most people don’t think about Medicare until it’s suddenly right in front of them. Then it’s a rush of choices under a deadline. Here’s the thing. The best Medicare decision is the one you understand long before you have to make it. A little homework early beats a scramble later, every time. Are you planning for it, or just planning to figure it out when you get there?

Follow me and I’ll show you how to turn that dream into a flight plan.

08/31/2026

A budget tells your money where to go this month. A plan tells your life where it’s going for the next thirty years. They are not the same thing, and most people stop at the budget and wonder why they still feel stuck.

A budget is the fuel gauge. A plan is the destination. You need both, but only one of them tells you where you’re headed. Do you have a budget, or an actual plan?

Follow me and I’ll show you how to turn that dream into a flight plan.

People ask why I talk about life insurance, disability, health coverage, all of it. This is why. Five reasons, one table...
08/28/2026

People ask why I talk about life insurance, disability, health coverage, all of it. This is why. Five reasons, one table. Protection isn’t about fear.

It’s about making sure the noise, the mess, and the laughter never has to stop, no matter what comes. Each piece is one instrument on the panel. You don’t fly with just one. What are you protecting?

Follow me and I’ll show you how to turn that dream into a flight plan.

Address

233 North Main Street Ste 202
Greenville, SC
29601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18648443464

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