Compass Planning Associates
Real-life Money Planning, Everywhere
Fully online, Deeply human, True fee-only Financial Planning
Many people know how to make money and some know how to save, but the whole concept of money management and investing throughout life’s transitions often remains a skills gap.
At Compass Planning we believe that sound financial planning is for everyone at every stage of life.
Financial planning isn't only for when you reach some threshold of wealth, it’s needed at every stage of life and especially at those big moments of transition, at life’s inflection points, and when big changes loom.
If you are somebody who wants to take a more intentional approach to your financial life, we are here to help you find the roadmap and take the reins in hand.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.