Compass financial planning service
Compass is Aesop Advisor's financial planning service. Compass clients receive a written financial plan with cash-flow, debt, savings, and investment recommendations.
Compass includes:
- Customized written financial plan - Money Map
- Access to contact your advisor
- Updates to your written financial plan as needed
Compass fees are billed annually at $245 for the first twelve months.
After the first year, Compass is billed at $95 for each additional twelve-month period.
Steps
1 | Fill Out New Client Form
The “Start Form” link will redirect you away from AesopAdvisor.com to a secure form submission.
The form will ask for financial information for anyone to be included in the written financial plan.
You can preview the form and gather any needed documents before starting. You will not be able to save progress to return to complete it later.
2 | Complete Account Creation
Once your completed form is received and an initial review is completed, you will receive a secure link by email to complete a client agreement and fee payment.
3 | Reach Your Goals
After the client agreement and payment confirmation are complete, your Money Map will be prepared. The Money Map will provide recommendations including cash-flow planning, savings, investments, and debt management.
Compass clients may pay financial planning fees by ACH or credit card. Compass will renew annually until canceled by the client. Fees for the first year are considered earned upon delivery of the written financial plan. Click to learn more about Compass payments.