Our Story

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73% of Americans
Rank finances as the number one source of stress in their life
(SOURCE: 2021 Capital One CreditWise Survey)

Over 1 in 3 People
Have less than $1,000 saved for emergencies and unexpected expenses
(SOURCE: PcW Employee Financial Wellness Survey)

3 out of 4 People
Are unlikely to seek help from a financial planner, but those who do see their stress level drop
(SOURCE: CFP Board and Heart + Mind Strategies Survey)

Our Story

Launched in 2016, MoneyNav was created with a single mission in mind: To provide everyone with access to reliable, valuable, and down-to-earth financial education so they can plan for today, tomorrow, and their long-term future. 

Individuals and employees are looking for reliable experts to help them along their financial journey; however, the overwhelming majority of us will never have the gross lump sum of investable assets required by most financial advisors and wealth managers to become clients. Furthermore, with the flood of blogs and “free” financial guidance across the internet, it can be hard to know which guidance and advice is legit and should be followed.

But people still need help.


MoneyNav is designed to be your self-guided financial planner. Content offered on this website is created by a group of independent financial advisors who provide guidance and advice to individuals, organizations and their employees.