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.
LEARN ABOUT YOU
It is essential for us to know the background and financial concerns of our clients before offering any financial advice. Any documents or information that is given to us is held in complete confidentiality.
REVIEW FINANCIAL PROFILE
We are proud to offer our clients an in-depth financial profile. The profile allows us and our clients to conceptualize their current financial situation. During this stage we will interpret the data we’ve received, make calculations, and design a plan to help you pursue your financial goals.
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. It is then the client’s choice whether to implement those recommendations.
Financial strategies need to be managed and nurtured. As our clients grow, their needs change. It is our goal to grow with our clients and ensure their objectives will be met. 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.