Jacob Stalder, CFP® Navigate Financial Planning LLC
- Virtual,
- (319) 429-3920
- https://www.navigatefinancialplan.com/
About Jacob Stalder, CFP®
As a Fee-Only, Advice Only planner, I am passionate about empowering and leading others through the nuances and complexities of financial planning I am passionate about my work, and believe in meeting people where they are at in life, and being in service of others when possible. I do this through professional engagements that provide you with meaningful value, clear and concise communication, and an actionable roadmap intended to help you implement the recommendations I provide.
We can work together in an ongoing basis, virtually or in-person, or work together on an as needed, hourly basis in order to help you best achieve your financial and life goals. My planning process is clarified at the start of an engagement so you understand what I provide though our regular meetings, and how I monitor and analyze your situation behind the scenes.
Outside of my passion for planning, my wife and I are both outdoor enthusiasts. I enjoy kayaking, running, cycling, skiing, and pickleball in my free time. We also make time to travel and experience the world, which aligns with some of the core tenets of Navigate Financial Planning.
I offer a 30 minute introductory call to see if I am a good fit for your unique planning need. If you are looking to learn more about how I can help, I’m always happy to have a conversation.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Advice-Only
- FIRE (Financial Independence Retire Early)
- Gen Y/Millennials
- Newlywed/Engaged
Ways Advisor Charges
- Monthly Fee
- Hourly
Fee Options
- Monthly Fee: $175+/mo
- Hourly Fee: $225+/hr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
