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Trusted Support for Financial Professionals

I work directly with financial professionals to handle marketing, design, and the day-to-day execution behind the scenes so your business stays organized, consistent, and moving forward.

Trusted support for the journey ahead

You work directly with me. No layers. No handoffs.

After 20+ years supporting executives inside a Fortune 500 financial environment, I understand what it takes to keep a business running at a high level.

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Today, I work directly with financial professionals to handle marketing, design, and the behind-the-scenes execution that often gets pushed aside but makes all the difference.

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Many of the people I work with have stepped out of corporate environments and built something of their own, but don’t have the same level of support behind them anymore.

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Communication, content, and operations all carry a higher standard in this work. Everything needs to be clear, consistent, and handled with care.

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You work directly with me. The support is consistent, high-touch, and designed to fit into how you already operate.

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The result is a more organized, consistent business so you can stay focused on your clients while everything behind the scenes is handled the right way.

Owner of Navigate, Amanda Sycks

Meet Amanda

Meet Your Partner,

Amanda Sycks

Built Around Your Practice

Dedicated, finance-fluent support built around your practice, designed to be structured, dependable, and seamlessly integrated from day one.

Client Experience & Communications

  • ​Email inbox management and triage

  • Client follow-up and correspondence

  • Meeting scheduling and coordination

  • New client onboarding sequences

  • Welcome materials and intake forms

  • Appointment reminders and confirmations

  • Client portal updates and document requests

  • Phone and message screening​

Operations & Execution

  • CRM data entry and maintenance

  • Workflow documentation and coordination

  • Document organization and management

  • Calendar management and scheduling

  • Travel coordination and arrangements

  • Task tracking and deadline follow-through

  • Systems setup and administration

  • Presentation and pitch deck support

  • Executive assistance and ad hoc support

Content & Brand Presence

  • Social media scheduling across platforms

  • Monthly newsletter writing and distribution

  • Content calendar planning and management

  • Blog post formatting and publishing

  • Email campaign coordination

  • Event and webinar promotion support

  • Consistent brand presence management

  • Graphic coordination and post preparation

Built on Trust.

Backed by Standards.

Always Navigating Forward

Every Navigate Forward engagement is designed with security and professionalism at its core.

Confidentiality First

All work is handled with strict confidentiality and discretion, with a clear understanding of the sensitivity required in financial environments.

Direct, High Touch Support

You work directly with me, ensuring consistency, accountability, and a clear understanding of your business at all times.

Secure Systems & Practices

Tools and workflows are chosen with security and professionalism in mind, ensuring your data and communications are handled responsibly.

Finance Fluent

With a background inside a Fortune 500 financial environment, I understand the expectations, pace, and standards this work requires.

Designed for Ongoing Support

Most clients work with me on a monthly basis, with support tailored to their business and workload. The level of support adjusts as your needs evolve.

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Engagements typically start around $1,400 per month.

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Lonely Boat
Merci-Buku and T's Farm Owner, Sarah Taveprungsenukul

Sarah Taveprungsenukul
Founder & CEO

Working with Amanda has been a complete game-changer. She doesn’t just support one aspect of my business, she supports all of them. From social media and website updates to creative design and strategic input, she’s been by my side through every pivot and project. Amanda is the kind of partner who just gets it. She takes initiative, brings fresh ideas, and helps me carry the weight when things feel overwhelming. Having her in my corner has allowed me to grow faster, think bigger, and feel supported every step of the way.

What It's Like to Work Together

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AUTHENTIC Meetings & Incentives Owner, Nataly Horan

Nataly Horan 
Founder & CEO

Amanda jumped in and brought structure exactly when I needed it. She’s incredibly organized, reliable, and has a calm, steady presence that instantly made everything feel more manageable. Whether it was keeping things on track or just being a trusted sounding board, Amanda quickly became my right hand. I’ve worked with her in the past and was reminded why I keep coming back, she just makes things work better.

Janet Ferrer, H2OTA Revenue Recovery

Janet Ferrer

Founder & CEO

Amanda is a fantastic partner. To say I have been blown away by her work and products would be an understatement. She produces outstanding work, quick turnaround and open to all feedback. Works independently with fantastic ideas and results. She exceeds expectations, bills accurately and most importantly is an authentic person who has truly earned the label "partner". I am very fortunate to have her in my corner as a trusted colleague. Would highly recommend.

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