Financial planning is both an art and a science. The science part is about the numbers, generating reports and analyzing data. The artistic side of financial planning is all about listening and bringing the pieces of your situation together to create a masterpiece. The advisors at Compass know that education can lead to confidence. Our philosophy is all about learning together so you can make positive financial decisions for you and your family. Some advisors out there believe in making decisions for you and then talking you into their recommendation. Not at Compass. We listen, then we listen again, and finally we listen some more.
Every plan we assemble is unique to each client, from the reports and tools used to illustrate your situation to the personalized recommendations that make the plan practical to your life and circumstances. A holistic perspective produces decisions that fit the multidimensional lives we all lead. We would love to come alongside you in pursuit of your dreams.
Your financial plan may include (but is not limited to):
Retirement planning is vital to one of the most significant life transitions — moving from a career into retirement.
Your retirement planning should address the following:
We have included a few tools here that we feel are both informative as well as helpful to your financial planning journey:
Planning Engagement Checklist (PDF)
10 Questions You Should Ask When Choosing a Financial Planner (PDF)
Six Easy Steps to the Financial Planning Process (PDF)