Finally, a financial plan designed around what matters to you.
Good financial advice shouldn't be out of reach. We work with people who value getting it right. Building a plan that's clear, honest, and built around what matters to you.
Fee-only
No Commissions
Fiduciary
Your interests, legally first
Independent
No products or hidden agenda
You might be in the right place if
You're doing fine, but flying blind
You're earning, saving, and paying bills but you don't have a real plan. You're not sure if you're on track, or what "on track" even means.
Retirement is on the horizon
You've worked hard and you want to know you're ready. Not just the numbers but what life looks like, and whether your money holds up.
Something just changed
A new job, a growing family, an inheritance, a divorce. Life shifted and you want to make sure your finances shift with it.
You're tired of going it alone
You've done your best with what you know. But you want someone in your corner to help you think it through.
FAQs
-
Yes. As a fee-only fiduciary, we are legally and ethically committed to acting in your best interest. Our advice is based solely on what we believe is best for your financial situation, not commissions or incentives to sell financial products.
-
Compass Wealth Planning is a fee-only firm. We are compensated directly by our clients through transparent planning and investment management fees. We do not receive commissions for recommending financial products, helping reduce potential conflicts of interest and keeping my advice focused on your goals.
-
The first meeting is complimentary and designed to help us get to know each other. We'll discuss your goals, answer any questions you have, and determine whether working together would be a good fit. There is no cost and no obligation.
-
No. We do not prepare tax returns. Instead, we focus on proactive tax planning throughout the year and work alongside your CPA to help identify strategies that may improve your long-term tax efficiency.
-
Yes. We work with clients using secure virtual meetings, and in-person meetings are available by appointment for those who prefer to meet face-to-face.
-
No. Many of the biggest planning opportunities happen in the years leading up to retirement. Planning ahead can provide more flexibility and potentially improve long-term outcomes.
Planning all the way through
Investments
Tax Planning
Retirement Income
Estate Planning
Protection
Investments Tax Planning Retirement Income Estate Planning Protection
Get Started
When you’re ready, we’re here.
No pressure, no obligation. A first conversation is just that — a conversation. We'll listen, answer questions, and see if we're a good fit.