We provide peace of mind to live your life with purpose. Year after year. 

With strategic and personalized planning, we will help you work toward building financial success and pursue your vision of significance. 

  

OUR PROCESS

BUILDING WEALTH WITH A PURPOSE

At Compass Financial Group, we recognize that financial planning starts not only with a clear strategic direction, but with an understanding of the aspirations in life that are unique to each and every client.

Watch our team describe what you can expect:

Our partnership begins with our 3-step collaborative process:

 
 Discovery Meeting

Our initial meeting allows us to discuss your current financial situation, while getting to know one another.  We’ll share our philosophies and the general process we employ for success.  We will learn about your hopes, your dreams, what is most important to you, and what keeps you up at night.  Through our data gathering process, we will begin building a complete and detailed financial model.

 Strategy Meetings

Once we have completed your financial model, we’ll analyze your current strategy, along with the impact of alternative strategies.  We’ll then develop a plan for maximizing wealth creation and protection, while minimizing expenses.  Over the course of our strategy meetings, we will create and implement the best plan to bring your “why” to reality.

 Ongoing

After the initial discovery and strategy phases, our partnership is just getting started.  We will continually monitor your strategies, always looking for opportunities to enhance your plan.  As your life changes, we are there to adjust with you.  Regular and ongoing communication provides the opportunity for us to modify and adapt your plan as necessary, so we never lose sight of your direction.

BUILDING SUCCESS

We’ll provide you with holistic guidance for all aspects of your financial life.

It can be a challenge trying to get various advisors and agents working in unison toward your goals.  Toward your “why”.

Through coordination with your other trusted advisors, we will tie all of your financial decisions together, syncing with your goals so you are in the best position to achieve the life you envision.

 

PURSUING SIGNIFICANCE

How far can your money go?

For those who are interested in charitable giving, we implement strategies designed to maximize your current gifts and take your donations to the causes you care about even further.