Compass Planning Associates operates as a "fee-only" firm. Fee-only means that the planner is compensated solely by the client rather than receiving commissions or fees from the sale of investment or insurance products. We feel that having a fee-only compensation model more closely aligns us with our clients' best interest.
We offer a range of services and programs designed to meet your individual financial planning needs, including your short-term objectives as well as your long-term goals for the future. Our team will work closely with you to determine how best to address your particular concerns, whether you need an occasional consultation with us or ongoing assistance.
We are working for you and ONLY you.
"Fee-Only compensation and a fiduciary relationship are vital to placing the interests of the client above all others." -- The National Association of Personal Financial Advisors (NAPFA) website, Nov. 2007