Compass
Compass is our 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
Compass fees are billed annually at $145 for the first twelve months.
After the first year, Compass is billed at $95 for each additional twelve-month period.
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.
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Investment Accounts
Investing Options