Compass Financial Advisors uses the Orion Planning tool which automatically links with accounts held with our firm and includes manually added outside assets. This allows us to see the big picture and understand the asset allocation and strategy between multiple accounts.

It is important to note that the financial planning process is an ongoing relationship. We start with several conversations and meetings to better understand your situation and create a comprehensive packet of your financial position. Following a presentation of the final plan, we will maintain an annual review of the plan to update relevant changes and track progress toward specific goals.

Retirement

Will your current financial plan and expected retirement expenses/plans fund your entire retirement?

Debt Management

Is debt messing with your current plan, budget with our tools to reduce the stress of debt.

Large Purchases

Whether you are buying a bigger home for the family or your winter vacation home, a detailed plan can make this goal easier to achieve.

College Planning

College expenses are a great weight on today's youth. Help reduce the burden by planning now.

Insurance Coverage

Consistently reviewing your insurance is just as important as any other part of your financial picture.

Investment Strategies

The majority of people do not have all of their invested assets in one place. Being able to view how all these assets work together allows for a better analysis of your investing strategy.

Estate Planning

Preparing your estate and routinely reviewing it will help your family through difficult times.

Rainy Day Fund

Want to build that reserve? Use our budgeting tools to figure out where you can save money.

Climb Your Mountain

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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Financial Review