Help Center You are here· Book a free call

Set off with a navigator beside you.

Pick a time and a member of the NavFi team will get on a call with you. We will connect your accounts, enter your bills and destinations together, and hand you your first route before we hang up.

Personal onboarding

What happens on the call.

  • Free, about 30 minutes, video or phone.Bring your phone with NavFi installed and signed in, and your bank logins handy for the Plaid connection.
  • We go through the checklist with you.Balances, bills, income, goals. Nothing is skipped and nothing is guessed.
  • You leave with a live route.Plus a walkthrough of Home, the Navigator and the Map so the next turn is never a mystery.
Open times
30 min · Google Meet
Monday11:00 am – 3:00 pm
Tuesday9:00 am – 4:00 pm
Wednesday9:00 – 10:00 am, 11:00 am – 5:00 pm
Thursday9:00 am – 2:00 pm, 4:00 – 5:00 pm
Friday2:00 – 5:00 pm

Times shown in Eastern time.

Pick a time here and the calendar opens to confirm it. Your Google Meet link arrives with the invite.

Open the calendar →

Prefer to do it yourself? Getting started covers the same ground, checklist and screens included.

More help

Other topics.

Getting startedThe pre-flight checklist, then every onboarding screen in order.Reading your routeHome, the Navigator, the Map, and what a red week means.Account & billingPasswords, subscriptions, refunds, deleting your account.Something looks offBank will not connect, numbers do not match, stuck on rerouting.Tutorial video The full setup in three minutes, on YouTube.
You are here· Still stuck Still stuck?

A real person will get back to you.

Account issues, billing questions, bug reports, or a route that does not add up. Email us or grab a time on the calendar and we will sort it out together.

Email support@navfi.moneyEmail support → All help topics We aim to respond within a few business days.