Navigate Financial Planning (NFP) is an Iowa-based, fee-only and advice-only financial planning firm offering unbiased, personalized guidance. Led by Jake Stalder, a CFP® professional in Cedar Falls, the firm works with clients locally and virtually, with a focus on the next generation of retirees. Its services are designed especially for individuals and couples in their 30s and 40s pursuing early retirement, FIRE, CoastFIRE, or a life transition toward financial independence, as well as people approaching retirement who want to make informed decisions.

NFP provides project-based and ongoing planning through a collaborative, thorough process. The firm helps clients address the particular considerations of early retirement and align financial choices with their values. Its educational resources cover topics such as healthcare before Medicare, retirement account rollovers, and Roth contribution strategies. Prospective clients can schedule a complimentary fit call to discuss their goals and determine whether working together is a good match. Navigate Financial Planning LLC is a registered investment advisor offering advisory services in Iowa and other jurisdictions where exempted.