We use one of two approaches when dealing with our individual clients; either an A’La Carte method or through our more comprehensive planning process called The Compass Advantage.

With our A’La Carte approach clients can choose which topics they are interested in from a menu of various financial subjects and products. We will then tailor our recommendations to only these areas that need attention.

The Compass advantage process is a much more thorough approach and works well for young couples to formulate a plan for the future and helps them stay on track.

The process starts by listening to your personal goals and objectives to get a clear picture of your overall financial situation. We will then focus on addressing your short and long-range goals while minimizing unnecessary risk. After your plan is implemented, we will communicate with you regularly so that you are confident in, and comfortable with the financial recommendations we provide. We will also make sure your plan is up to date with current tax laws and product changes and is still relevant based on your situation.

To the right, is a brief outline of the The Compass Advantage process: