Your Financial Planning Questions Answered
At Compass Financial Management, we believe in transparency and education. Here are answers to some of the most common questions we receive. If you don't see your question addressed here, please don't hesitate to contact us directly.
We offer a comprehensive range of financial services, including:
- Collaborative Investment Management
- Holistic Financial Planning
- 401(k) Plan Services for Businesses
- Retirement Planning
- Estate Planning
- Tax Optimization Strategies
- Risk Management and Insurance Review
We serve a diverse range of clients, from young professionals just starting their careers to retirees looking to preserve and enjoy their wealth. Our ideal clients are those who value expert guidance, are committed to their financial goals, and appreciate a collaborative approach to wealth management.
We typically meet with clients quarterly, but this can be adjusted based on your needs and preferences. We're always available for questions or concerns between scheduled meetings.
Our investment philosophy is rooted in evidence-based strategies, diversification, and a long-term perspective. We create customized portfolios based on your individual goals, risk tolerance, and time horizon, always prioritizing your best interests.
As a fee-only firm, we charge a transparent fee based on the assets we manage for you. This aligns our interests with yours – as your wealth grows, so does our compensation. We do not earn commissions or kickbacks from product sales.
Our advisors hold various professional designations, including Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). We're committed to ongoing education to stay at the forefront of financial planning and investment management.
We take the security of your information very seriously. We use state-of-the-art encryption and security measures to protect your data, and we never share your information with third parties without your explicit consent.
Absolutely! While we offer comprehensive 401(k) services for businesses, we can also provide guidance on your individual 401(k) as part of our holistic financial planning services.
If you're asking this question, it might be time to talk to an advisor. Whether you're facing a major life change, feeling overwhelmed by financial decisions, or simply want to ensure you're on the right track, we can help. We offer a complimentary initial consultation to discuss your needs and see if we're a good fit.
Getting started is easy! Simply contact us to schedule a complimentary initial consultation. We'll discuss your current financial situation, your goals, and how we can help you chart a course to financial success.