Financial Compass

Financial Compass creates warm, honest, long-term relationships with clients.  We connect your life plans to your money, and always put your needs first.  
Who we are and who we serve:  We specialize in providing investment management as a Fee-Only, Certified Financial Planner® to pre-retirees and retirees who seek fulfilling, transparent relationships.  We do the heavy lifting in your financial life, so you can focus on living your BEST life.