Compass Financial Consulting - Comprehensive Financial 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

Financial Planning

Compass Financial Consulting is looking for long-term, committed relationships with clients who value long-term financial planning. Our role is to become trusted life counselors for anyone who wants a better life. We will attempt to maximize all of your resources (financial, emotional, physical and spiritual) to provide you with the most personal stewardship plan geared toward your individual situation.

If you like to spend time trying to understand the "Why?" before you begin to explore the "How?", then our approach to financial planning is exactly what you need. We request that you are open with us and that you are willing to be challenged when there is inconsistency between your expressed values and your actions. Before we begin to do any of the intensive modeling related to tax, cash flow and estate planning, we will spend time exploring the deeper side of money.

Once we feel that we really understand you, we will then break down your financial plan into its components, based upon timeless principles. We will work with you on whatever you have expressed to us as important, such as retirement, charitable giving, stock option modeling, etc. We will tie your plan into the goals and objectives that we established at our goal planning session. As we work together, we expect to talk about and deal with any challenges that may arise. We want our relationship to be so comfortable that all emotional buttons that get pushed around money are dissected and respected, but never neglected. We will care for you and your money, in that order. That is our promise.

Our services include a one-time financial plan, coordinated financial planning services, or hourly counsel.