Wealth In Motion

At Compass Financial Group we recognize the value in developing
long-term relationships with our clients as we help them navigate
their financial lives. 

Unlike other advisors who put together confusing fancy leather bound documents as a guide for the next 30 years — we want you to understand and participate in every aspect. Over time your life and situation will inevitably change, so we believe it's impossible to create one rigid plan that will work for the next 30 years...or 20 years...or even 10 years. If you want to achieve financial success, we believe you need a plan that can adapt to both foreseen and unforeseen changes, whether they're outside your control or not. To do this we have to monitor your progress every step of the way. We provide guidance from a holistic point of view, year after year.

"Our job is never done."

Client Service Model Comparison Chart


Click on one of the three buttons below to learn more about our Client Service Models or click on the image to the right to view a comparison of the service models offered below.
 
 



Signature Plus is our most comprehensive service model
suited for clients wanting to have all of their financial planning essentials addressed.

We work side-by-side with you building strategies towards creating financial success, provide ongoing monitoring and progress update meetings. We will also work with your accountant, attorney and other professionals to insure all of your wishes are taken into account and make sure nothing is overlooked. This ongoing relationship provides support and peace of mind knowing that all of your financial planning components are being macro-managed by a professional advisory firm. Your time is freed up to focus on other passions in your life.

Step 1

First Discussion

We discuss the general process we employ to help you work towards achieving financial success. At this time we will briefly go over our Confidential Questionnaire, which is designed to be a simple and quick method for developing your initial financial snapshot and getting an understanding of your financial dreams and goals. This completed questionnaire, along with any relevant financial documents, is required for the next step.

Step 2

Questionnaire Review

With your completed questionnaire and ancillary financial documents, we can begin building a more complete and detailed financial model. It is essential that we both understand your current financial world before we can examine ways to improve it. 

Step 3

Financial Model

With your current financial model in hand, we analyze your current strategies using our Wealth-In-Motion technology and discuss how effective they may or may not be from several perspectives. We have an in-depth discussion about your present financial situation and then work to enhance existing strategies and develop new ones that will better lead you towards achieving your goals.

Step 4

Strategy Meetings

Following these in-depth discussions we begin implementing the agreed upon strategies with a focus on maximizing wealth creation while simultaneously minimizing unnecessary expenses.

Step 5

Ongoing Progress Updates

From this point forward, Compass Financial Group maintains a constant role as Macro Manager of your financial well-being. Regular and ongoing progress update meetings provide ample opportunities for us to modify the plan as necessary in order to adapt to any changes that crop up along the way.