To complete the Compass form, you will need financial information for anyone to be included in the written financial plan.
You can preview the Compass 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 we receive your form, we will review it to make sure Compass is a good fit for you. Then we will email you secure links to complete your client agreement and fee payment.
3 | Reach Your Goals
After your client agreement and payment confirmation are complete, we will prepare your Money Map. Your Money Map will provide recommendations including cash-flow planning, savings, investments, and debt management. You will have access to contact your financial advisor and update your written plan for one year (12 months).