Comprehensive Financial Planning

At Compass Wealth Planning, we know from experience that planning is the foundation to achieving your goals. A comprehensive financial plan is a roadmap that helps you navigate risks and seize opportunities to help you towards your goals. We will work with you to design a customized financial plan, which may encompass:

• Retirement planning
• 401k and Pension decisions
• Stock Options
• Investment management and consolidation
• Buying a home and other major items
• Education funding
• Insurance and risk management
• Cash-flow management

We also help clients navigate through life-changing events such as kids, grandkids, marriage, divorce and the loss of a spouse.