Our mission is to empower people to find, follow and fulfill their personal life objectives through goals-based financial planning and ongoing wealth management navigation

Our vision is for holistic, multi-generational financial planning to yield families a continuum of success.

At Compass Consulting & Financial we know that you want to be organized and empowered to simply live a fulfilled life.

In order to do that, you need a clear plan. The problem is being unorganized which makes you feel disconnected from your life objectives. We believe this can affect more areas of life than just finances.

Understanding this can be overwhelming, we offer clear and concise plans with an organized process.

Here's how we do it.

  1. Tap into 25+ years of experience as we work through your goals
  2. Partnering with you to organize everything for goals-based focus
  3. The CCF team then develops a personalized plan utilizing our Family Wealth Organizer

So, when was the last time your plan was reviewed?

Don't have a plan, call us today.

It is time for you to get organized and take an empowering step towards living life to the fullest. 

Contact us today for more information