Start Compass

Thank you for your interest in our Compass service!

Feel free to contact us with any questions at [email protected], 1-940-268-4161, or schedule a virtual meeting.


1 | Fill Out New Client Form
The “Start Form” link will redirect you away from to our 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.

Click to Start Form

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 send secure links to complete a client agreement and fee payment. 

3 | Reach Your Goals
After the client agreement and payment confirmation are complete, we will prepare a Money Map. The Money Map will provide recommendations including cash-flow planning, savings, investments, and debt management.