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Compass Consulting & Financial
More About Our Financial Plans
Initial Plan Development
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$1,500 WM* Clients
$2,500+ Consulting Clients
Subsequent years: $500 annually WM* Clients
$250 Hourly Consulting Clients
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Coffee Date (in person or video) N/C
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Scheduling and Confirmations
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CCF Client Invitations
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CCF Client Connection Meetings
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Financial Plan Data Sheets
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Tax Return Review
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Legal Document Review
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Annual Beneficiary Review
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Personalized Plan Summary Video
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*WM: CCF named as primary advisor-of-record of client's investable assets (Note: if Consulting client becomes AUM client within 6 months of plan delivery, differential applied toward subsequent years' annual planning fees.)
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