How It Works
Golden Navigator walks you through it, Mission by Mission — from healthcare to finances to home and legacy planning. Only a few focused hours a month is all it takes to build something your family will be grateful for.
Sign Up and Tell Us About Yourself
Create your account and answer a few simple questions so we can personalize your experience.
Follow Your Monthly Missions
Each month, we guide you through one focused mission targeting aspects of your health, finances, home or legacy.
Centralize Your Key Documents
Upload the documents that matter such as advance directives, insurance cards, financial authorizations, account information. We'll keep them organized, encrypted, and easy to find. Our team does not have access to your personal data.
One secure place. Everything where it needs to be.
Build Guides Your Family Can Actually Use
Golden Navigator organizes your information into personalized companion guides designed to help the people you trust act on your behalf when needed. As you complete each mission, Golden Navigator doesn't just store your information.
Ask My Navigator Anything
Once your information is in, use “My Navigator” to instantly search your records and keep them current. Instead of trying to remember where you filed something, just ask in plain language: “Have I authorized my daughter to speak to Medicare on my behalf?”
Share What You Want, With Whom You Want, When You Want
You decide who sees your information and how much. Designate a Trusted Contact and you can direct what information to keep confidential.
Rest Easy
With your health, finances, wishes, and documents organized in one secure place — and the people you trust knowing exactly how to find what they need — you and your family can face whatever comes next with confidence.
Private and Secure: Always
Your information is encrypted in transit and at rest. We never sell your data. We voluntarily align our security practices with HIPAA and banking safeguard standards. You are always in control of who sees what.