Shabana Nathoo, CFP® CDFA® @shabana_nathoo
Certified Financial Planner(R) Certified Divorce Financial Analyst(R) Principal @NavigoWealth, CFP(R) program instructor: Retirement Planning @riceprofdev Navigowealth.com Houston, Tx Joined August 2022-
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Every entrepreneur should have these people on their team: 1. great executive assistant 2. bookkeeper and CPA 3. business/life coach 4. trusted lawyer 5. gym/trainer 6. financial advisor 7. insurance agent DIYing any of these areas is chasing pennies.
Buying a house is one of the most emotional decisions we make. In today's market, with soaring rates and prices, it's tough not to feel discouraged. But it's crucial to find something within your means that brings both comfort and joy. Understanding the true costs of…
Buying a house is one of the most emotional decisions we make. In today's market, with soaring rates and prices, it's tough not to feel discouraged. But it's crucial to find something within your means that brings both comfort and joy. Understanding the true costs of…
The best habits in life are free. 1. Discipline 2. Consistency 3. Gratitude 4. Persistence 5. Kindness 6. Enthusiasm 7. Positivity
I deal with this when life insurance agents tell my clients they do the same thing I do :( We are the quarterback to our clients lives. #clientsfirst #financialquarterback
I deal with this when life insurance agents tell my clients they do the same thing I do :( We are the quarterback to our clients lives. #clientsfirst #financialquarterback
Appreciate the share! I often get inquiries from clients on how to establish their bank through a UIL policy. While I've never personally witnessed one succeed, I've certainly seen a few go awry. Moreover, some clients have mentioned that their insurance agent claims to offer…
Appreciate the share! I often get inquiries from clients on how to establish their bank through a UIL policy. While I've never personally witnessed one succeed, I've certainly seen a few go awry. Moreover, some clients have mentioned that their insurance agent claims to offer…
Join the Women's Group on Friday, October 20th from 11:30 am - 1:00 pm for lunch and presentation. Earn 1 CFP, CPA, CIMA CE Non members are invited as well! fpahouston.org/events/EventDe… The presentation will cover the following: Identify basic estate planning documents recognizing…
Great speakers @FPA_Houston symposium with @CPAPlanner @MeghaanL with my partner @CWalk422
I wanted to share this with my expat clients that are wanting to retire over seas. Most of my clients are looking at Portugal, Mexico, and even Thailand.
I wanted to share this with my expat clients that are wanting to retire over seas. Most of my clients are looking at Portugal, Mexico, and even Thailand.
A Wake-Up Call for Financial Planning 🌟 In life, we all have our workout buddies – those friends who sweat it out with us, share our laughter, and stand by us through thick and thin. But what happens when life throws us a curveball, and we're faced with the harsh reality of…
📢 Update: I'm currently assisting a dear friend who is facing a unique financial challenge following her husband's passing. 😔💼 She's feeling overwhelmed and anxious because there wasn't sufficient financial planning in place, leaving her unsure about her net worth and whether…
🤔 Ever wondered why accomplished individuals often hesitate to seek help? 🙋♂️🙋♀️ Let's explore this! Seeking assistance from a third party can open up new perspectives and uncover hidden solutions. 💡 Contrary to the façade of having it all together, it's essential to prioritize…
A real-life tale: A longtime workout buddy, not even a client, had a shocking accident. Her husband, in his early 60s, took a fall off a ladder (questioning why was he on it). He's been in ICU for a month, with severe internal organ damage. It's a stark reminder of life's…
I'm back now that summer's over, with two boys back to school. Being a full-time mom, wife, and advisor to my clients is my world. Excited to share more stories and knowledge! 💪👩👦👦📚 #BackToSchool #MomLife #ClientAdvisor
Absolutely! I take on the role of my clients' family office without actually being one. I also play therapist on some days. 💼👩⚖️👨💼 #VersatileRoles #FamilyOffice #TherapistLife
Absolutely! I take on the role of my clients' family office without actually being one. I also play therapist on some days. 💼👩⚖️👨💼 #VersatileRoles #FamilyOffice #TherapistLife
People spend way too much time trying to figure out how to make that extra little bit of return on every dollar When in reality, you'd be way better off figuring out how to make more income
This is a great breakdown of what is happening with our monetary policy
This is a great breakdown of what is happening with our monetary policy
A plan is just a picture and then things change - Shabana Nathoo, Navigo Wealth Management, on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/have-conf…
💯! A client pondered a job with equity and got tax advice from their CPA. After consulting me, we had a fruitful chat and reached a different conclusion. To secure a fantastic deal, we collaborated with attorneys. #Success #EquityJob #SmartMoves 💼💰🤝
💯! A client pondered a job with equity and got tax advice from their CPA. After consulting me, we had a fruitful chat and reached a different conclusion. To secure a fantastic deal, we collaborated with attorneys. #Success #EquityJob #SmartMoves 💼💰🤝
Thank you @QuikFormsCEO for a great conversation!
Thank you @QuikFormsCEO for a great conversation!
Embracing the uncertainty that accompanies any innovative idea can lead to years of unpredictable outcomes. morningstar.com/news/marketwat… @MorningstarInc @AndrewKeshner