I’m a planner. I struggle to act on a whim and be impulsive… it’s just who I am.
So it comes as no surprise…. here I am in my early 50’s in a career as a financial planner…
I help other people plan for their future. Did you know most people take more time to plan a two week vacation, than they do their retirement?
My experience has shown me there are so many things we can plan for, and things work out.
However…. throughout my 17 years as an advisor, I have found myself surrounded by clients, friends and loved ones in the middle of painful trials….life events they never saw coming. At some point all of us will be faced with something, that alters our original plan…
October is National Financial Planning Month…… The time to create a financial plan is when life is routine, not during a time of crisis. So, what is your plan?
A little more about us:
Compass Financial is an independent, fee-based financial advisory firm in West Des Moines, Iowa. The Compass Team helps individuals and families develop an inspiring vision of their financial future and a realistic strategy.
By listening closely to our clients’ true needs, wants, hopes, desires and dreams we are able to combine Wealth Management and broad Financial Planning customized to each individual situation. It’s our goal to assist you in developing a personalized financial road map. The results from the process should include confidence that comes from planning. As we all know, life happens, sometimes ambushing the best laid plans. Accepting a new reality and adapting the financial plan is work we have done many times for our clients.
We also offer Financial Check Up or Second Opinion Services to those who want to enhance the service they are already receiving. This should lead to a better understanding of your current plans and give added confidence to your existing advisor relationship.
Sometimes life’s biggest challenges come in the form of transitions, retirement, marriage, health issues, divorce, unexpected loss, or even college savings. Our team at Compass has experienced many of these life transitions, it’s our hope to come alongside you and your family. These defining moments of life provide opportunities to implement financial strategies that can have long lasting impact. The first step is always the most difficult, but can also be the most rewarding. Please Contact Us today to receive your free, no obligation, one hour initial consultation!