Your finances are just one part of your life, but sometimes, money issues occupy too much space in your mind. If you’re looking for some additional support as you navigate your finances, partnering with a financial services company can help ease that burden. No matter what type of financial service you are looking for, know that you don’t have to go it alone.
At Compass Financial, our Des Moines financial advisors are here to help not only fuel your dreams but to help you understand where you’ve come from. Your foundational beliefs and values influence how you proceed on your financial journey. Our team of Certified Financial Planners® and financial advisors are eager to come alongside you to help you pave a path to work towards your goals.
Financial services companies vary depending on their business goals and areas of experience. In general, companies in this industry offer different types of financial services, including banking, financial planning, investing, lending, insurance, advising, real estate, retirement and more. Most financial services companies offer a combination of services in order to better address their clients’ needs.
At Compass Financial, we focus on a few types of financial services in order to help our clients in the pursuit of their financial goals:
Hourly Financial Planning
Compass on Demand
Our Des Moines financial advisors offer hourly financial planning services. The whole idea of financial planning is to figure out what your goals are and then make a plan to to help you get there. Unlike fee-based financial planning, where financial advisors charge a consultation fee and a percentage of income earned, we charge a flat hourly rate for this type of financial service.
There’s no such thing as a “one size fits all” investment strategy. For example, the right investment strategy for your neighbor might not be the best strategy for you. Talking to a financial professional can provide clarity when it comes to different investment options and determining which will be the right fit for you. When you partner with Compass Financial for investment management services, we help you handle your financial assets and other investments.
Compass on Demand is a convenient, subscription-based approach to financial planning services. This flexible option combines the valuable advice and experience of our Certified Financial Planners® with the ease of an online system you can use whenever it’s convenient for your schedule and whenever financial questions pop up in your life.
Few things in life are truly certain, so we must accept a certain amount of risk. Financial services companies often offer insurance for income protection as a way to help you mitigate financial risks and increase your peace of mind. At Compass Financial Services, we can help you explore your insurance options and find a plan that fits into your budget and your lifestyle and coverage needs.
There are no set rules about when to hire a financial advisor or consult with a financial services company. Many people wait until later in life to seek advice from a financial planner, but we recommend getting an early start so you can make a financial plan for your future.
No matter what life stage you’re in, what your income level is or what your financial goals are, talking with a financial advisor can provide direction and confidence in your plan. Learn how to make sure a financial advisor is a good match for you, or reach out to one of our financial planners in Des Moines to set up a free consultation.
One of our top values at Compass Financial is listening. We don’t give one-size-fits-all financial advice. Instead, we’re dedicated to getting to know you, understanding your unique life goals, and creating a safe place to explore how to get there.
To learn more about what it looks like to partner with Compass Financial, read what your first meeting with us looks like. If you’re ready to meet our skilled team of Des Moines financial advisors, reach out to us for a free, no-strings-attached consultation.