What’s Your Plan?

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We are living in interesting, uncertain times. The world and the media maintain that we need to be full of fear and doubt; worried about our future.  And, I understand these are real emotions.

However, there are also messages out there of hope. Messages that encourage us to have faith, to take care of ourselves, our family and friends – even those we don’t know. Managing stress will make you, the people you care about, and your community stronger.

The reality is—that times like these can be overwhelming. We are worried about our health, our family and our finances…

With regards to finances, this market volatility we are all experiencing can be disconcerting.  With all of this noise, it’s tough to make financial decisions based on fact versus emotion.

When it comes to financial security, do you have a plan or does it overwhelm you – so you choose to ignore it? Do you know what your personal year to date return is on your investments versus what the market returns are?  Do you know how much you need to save to send your kids to college…. or to retire?

Here’s the good news. You don’t have to do this alone. There are plenty of experts that can help you sort through the clutter and give you direction.  No matter what stage of life you are in, crafting a financial plan will lead you to confidence, peace of mind and the financial freedom you desire for you and your family, especially in uncertain times like these.

 

 

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Michele Bjorkgren, Financial Advisor
Compass Financial
p. 515.327.1020 x13
e. michele.bjorkgren@compassiowa.com
Securities Offered through LPL Financial
Member FINRA/SIPC

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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!

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