Our firm, Compass Financial Resources, LLC, was founded with one very important and underlying mission – to help improve and enrich the quality of life for our clients and their families.
Being confident about your finances is critical to having a life that excites you, nurtures and protects those you love, accomplishes goals and fulfills your highest aspirations. Money is a tool that must be managed with care, competence and integrity. The financial planning and wealth management services that we provide are founded on these core principles so that no matter what life has in store for you, you are prepared and have the guidance you need to move forward.
Our goal is to learn what is most important to our clients and to allow that understanding to guide our interactions, advice and service. Equipping ourselves with the appropriate financial and life planning tools and becoming skilled in their application will enable us to know our clients far more intimately, helping them to identify and clarify their values and to make financial decisions that align with and reflect those values and bring them closer to achieving their life goals.
We realize there is more to life than money. You’ve worked hard to get where you are today. But there is a long way to go and a future to plan for. Regardless of where you are in life, we can help. Our hope is to inspire you to make confident and prudent decisions for your financial future. You will enjoy and appreciate the numerous benefits of being part of the Compass family.