Compass Financial Consulting - Comprehensive Financial Planning Services

	FINANCIAL SVCS
	Financial Planning
		One-Time Financial Plan
		Coordinated Financial Planning Services
		Hourly Counsel
	Strategic Wealth Management
	Executive Planning
	Managing Money Presentation

Our Service Guide

Coordinated Financial Planning Services

With coordinated financial planning services, we develop the financial plan and then assist you in implementing the plan. This service is appropriate for clients who desire an on-call financial advisor able to answer questions and provide assistance implementing the financial plan on a long-term basis. This service also includes one to four personal meetings each year.

The annual retainer for ongoing general financial planning and implementation services is negotiable, based on the level of service required.