Financial Management & Accounting Services

Navigator Fiduciary provides families and individuals in Minnesota with several financial services, including analysis, management, and tracking. Our team has years of experience in accounting, auditing, forensic accounting, and taxes. You could act as your family member’s accountant, or you can choose to work with Navigator Fiduciary instead. 

• Organizing and reviewing finances

• Inventorying personal assets and investments

• Organizing and reviewing personal, financial, and legal documents

• Addressing Social Security, pensions, Medicare, and long-term insurance

• Identifying and planning expenses, needs, and goals

• Determining current/long-term cash flow needs by analyzing income and expenses

• Monitoring investments and other assets along with a client’s investment advisor

• Managing day-to-day income/ expenses

• Handling financial transactions such as home repairs and medical expenses 

• Making sure money is received, receipted, and deposited

• Offering second opinions on household issues and unexpected situations

• Coordinating with other professionals, such as attorneys and tax professionals

We are grounded in serving clients in a fiscally responsible manner, following accepted accounting principles. We can be trusted and helpful. Money impacts so m. Count on Navigator Fiduciary to address financial needs whenever they occur.