Nancy LaPointe
MBA, CFP®, ChFC®, CLU®, CASL®,
WA, USNancy J. LaPointe MBA, CFP®, ChFC®, CLU®, CASL®, has committed over 16 years to building financial security for businesses and individuals of all industries and backgrounds. Nancy builds long-standing relationship with her clients as she designs and implements customized financial plans built on sound money practices. Nancy is the author of Financial Reset.
Nancy J. LaPointe is the founder of Navigate Financial. She is the lead navigator for the firm, leading a team of professionals to address the needs and services of her clients. In 1993, she received her MBA from Frostburg State University. In 2003, Nancy became a CERTIFIED FINANCIAL PLANNER™, as well as obtained the Chartered Financial Consultant® designation. In 2004, she earned the designation of Chartered Life Underwriter®. In October 2008, she earned her designation as Chartered Advisor for Senior Living from The American College. She is active in the local community and can often be found on weekends camping or paddling around on her stand-up paddleboard.
Together with her clients, she designs their chart for their life's journey. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.
Nancy J. LaPointe MBA, CFP®, ChFC®, CLU®, CASL®, has committed over 16 years to building financial security for businesses and individuals of all industries and backgrounds. Nancy builds long-standing relationship with her clients as she designs and implements customized financial plans built on sound money practices. Nancy is the author of Financial Reset.
Nancy J. LaPointe is the founder of Navigate Financial. She is the lead navigator for the firm, leading a team of professionals to address the needs and services of her clients. In 1993, she received her MBA from Frostburg State University. In 2003, Nancy became a CERTIFIED FINANCIAL PLANNER™, as well as obtained the Chartered Financial Consultant® designation. In 2004, she earned the designation of Chartered Life Underwriter®. In October 2008, she earned her designation as Chartered Advisor for Senior Living from The American College. She is active in the local community and can often be found on weekends camping or paddling around on her stand-up paddleboard.
Together with her clients, she designs their chart for their life's journey. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.
• Planning Vs. Reacting
1.5 hour breakout
This program is perfect for:
- Business Owners
- Entrepreneurs or those who want to be Entrepreneurs
- Chambers
- Associations
- Banks and Credit Unions, personnal and clients
- Financial Service Associations
RESET your Money Mindset
2 hour breakout
This program is perfect for:
- Banks and Credit Union client events
- Family related organizations
- Chambers
- State and National Conferences of Service organizations.
- Financial Services conferences
- Professional and Trade Associations and Conferences
Own Your Future, by defiing your money mindset and by spending with intention.
- Finnancial Services client events
- Bank and Credit Union client education events
- Associations of professionals and business owners
- Transitional programs, for the staff/employees or military personal leaving current employment/dealing with layoff or closing of a firm.
- Non profits whose clientale are...
Attitude + Intention = Financial Well Being
- Parenting/Family and Community Events
- Chambers
- Service Organizations
- Conferences
- Financial Services client events
- Bank and Credit Union cleint events
- Business owners
