Our Process

Step One: Discovery

In our first meeting we will explain our process and make sure that Compass Financial Partners is a good fit for you and your financial goals. We’ll listen to your needs, concerns, priorities and vision for the future, then collect data on your financial situation, individual risk tolerance, and relevant time frames.

Step Two: Analysis

During this stage we will interpret the data we’ve received, make calculations, and design a plan to help you pursue your financial goals.

Step Three: Recommendation

In a new meeting we will present our plan and make recommendations for how to proceed. We will explain any options and the associated trade-offs so you are armed with the information to make an informed decision.

Step Four: Implementation

At this point in time we will ask you to decide on any options we’ve presented and commit to a plan. We will also determine how frequently and intensively we need to review your plan in future meetings.

Step Five: Review

We will meet regularly to review your plan, goals and objectives to help ensure we’re doing everything possible to pursue your vision of the future.

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* Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services through Securities America Advisors, Inc. Compass Financial Partners and the Securities America companies are separate entities.. Please remember to contact Compass Financial Partners if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.  A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request. Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

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