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Planning designed to help you navigate your unique journey and instill confidence along the way

Navigate your unique financial journey with confidence. NFP is a progressive fee-only and advice-only financial planning firm that helps those looking to retire early navigate the challenges and unique planning considerations that come with early retirement.

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Meet
Jake Stalder

Jake is a CFP® Professional located in Cedar Falls Iowa, serving the community and working virtually with clients across the country.  He specializes in providing hourly and ongoing financial planning services to self-sufficient investors, engaged and recently married couples, and financial planning engagements for small businesses.  He is motivated to partner with those who have a financial independence mindset to help them reach their goals. 

What we offer

Clear and concise advice based on your unique situation – that's what we're all about.  Navigate Financial Planning is an advice-only planning firm. Trust us to help you navigate your financial future.

Hourly Planning

Pay only for what you need - no ongoing fees. Customized services designed to meet you where you are in life. Get a detailed action plan and valuable resources tailored to your needs.

Ongoing Planning

Partner with us for ongoing comprehensive financial planning. Get monthly guidance from a dedicated financial planner who covers all areas of your financial planning. Let's reach your goals together.

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Resources

Core
Values

These values are the fundamental beliefs and principles that drive decisions and shape how Navigate Financial Planning interacts with its customers. Our values provide a compass, giving us direction and guiding us in everything we do.

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Schedule a complimentary fit meeting to discuss your financial goals and how we can partner with you to help you achieve them.

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