In order to pursue your financial goals, you need to take the big picture into account. When you work with Compass Wealth, we can help you create the financial road map to get you to your goals in an efficient and holistic way. You decide the destination, and we’ll show you the path to get there.
No cookie-cutter solutions
One thing you won’t get when you work with us is a cookie-cutter financial plan that sits on a shelf upon completion. Our plans evolve with your needs over time so they are not static. As your life changes, so does your financial plan. There are no duplicate fees for what we do. What you pay us goes to the overall cost of an efficient and fine-tuned process that we’ve developed over the course of 20 years.
We are a one-stop-shop for all of your financial planning needs. We’ll integrate every part of your financial life so that it’s represented and fits well into your overall plan. We’ll coordinate all of our advice and services among our number of qualified professionals so that the plan we provide you is seamless and truly works for you.
Using our integrated, comprehensive approach, we incorporate all financial planning disciplines that impact your financial life in order to provide you with a customized plan. This includes tax and estate planning strategies as those are critical components of our financial planning process.
We update your plan annually to reflect changes in your circumstances, goals, and tolerance for risk which often declines with age. The purpose of a customized plan is to give you a roadmap so you don’t feel the pressure of worrying about having enough money later in life. We use your initial plan as a baseline and then it’s monitored to track your progress over time. As obstacles occur, the plan can be modified in order to get you back on track to pursuing your goals.
