Compass Financial Consulting - Executive Planning

	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

Executive Planning

Today's rapidly-changing business environment requires and rewards business executives who are skilled decision-makers, can quickly sort through the maze of available information, and devise a game plan that will meet the company's objectives. The same processes used in business decisions are equally important in managing personal finances. However, people have less time than ever to manage finances, build personal resources, and devise a game plan for accomplishing financial goals and dreams.

Most firms position financial planning as a loss leader for capturing investment assets or as a window of opportunity to sell an insurance product. That is not the case at Compass Financial Consulting. Compass, acting as your personal CFO, can work closely with your existing advisors, or assist in assembling your financial team. Either way, you and your advisors can be confident that we are not seeking to replace any of your trusted and valued relationships. Compass aims to provide objective and unbiased counsel from a coordinated viewpoint. Our compensation structure further reflects that your best interests are paramount.

With Compass as your personal CFO, you can expect financial assistance with detailed attention to the following:

Income Tax Planning	Estimated Tax Payments
Stock Option Strategies	Current Cash Flow
Long-Term Planning Objectives	Retirement Considerations
Asset Allocation	Estate Planning

Our executive clients can rely on Compass for expertise in every area ranging from tax strategies to estate planning. Executives will receive a highly personalized and integrated program addressing their current objectives and future needs, without the additional pressure of being sold a product.