Compass Planning exists to be True,
Through Deliberate Listening & Practical Kindness.
True
adjective:
being in accordance with the actual state or conditions; conforming to reality; not false: real; genuine; authentic:
Examples: "A true picture of your life," "True north," or "A true friend"
Heading into any new season of life — no matter the reason — is unsettling. You're off the familiar road you've been on and into the woods. A new career just starting, a new baby just arrived, kids are grown and approaching college, or retirement is on the horizon. The list goes on because there are many such inflection points in life. The last time you experienced this moment was never. You are on unfamiliar terrain. This is when you start thinking about financial planning.
The need for a guide is profound; the joy of finding a true guide is unparalleled.
To be true is to be aimed, aligned, and positioned perfectly for the optimal performance of whatever it is that you are about to do. In a world riddled with puffery and promises, to be true is the high standard, the purest form of anything.
At Compass, everything we do, from our first consultation to actual planning, is in pursuit of our ultimate purpose of truing up money to align with your life and values. It’s just that simple.
With Compass, you have a guide who joins you on your journey, a place to check in for wisdom on shifts in direction, and a reliable compass that points true north. As you face tricky descents and rough terrain, we'll point you to the better paths through. We've been there before. Being a guide doesn’t mean we’ll hop behind the wheel of your car and drive you through things like retirement. Rather, we'll meet you at intervals along the way to provide counsel and guidance that will keep your feet on the right path.
Of course there's much more to say about finances. Read more in our library.
Deliberate Listening
Because our first goal is helping you get where you want to go, we start with our ears. We won't come to our first meeting with an assumed end goal for you. Since money is for life, we need to learn about yours! Where have you come from? Where are you now? Where do you hope to be? What moved you to reach out at this point in your life?
We never think that chitchat is a waste of time. It's not just to break the ice so that we can get talking about the real business. It is a deliberate activity that takes who you are seriously and helps us get to know you and what you care about.
Where you put your money shows what you care about.
Practical Kindness
Our care for you begins with the promise that we will never judge or criticize you. Most people dread a first meeting with a financial advisor, needing to unveil absolutely everything about their finances and having someone say, "why in the world have you done that?!" or “uh, no, you don’t meet our criteria.” Talk about embarrassing and hurtful!
No matter how skilled and successful you've been in your arena or life, you probably aren’t an expert at everything. Few people can do all they do in their life and careers as well as be financial gurus. That's what we focus on, that's our skill set. We're here to share it with you and, perhaps, you'll have some of your own advice to share with us!
Real-life Money Planning
"Financial Services - Economics - Investing"
The financial world’s industry specific language can sound more complicated than it really is. When it comes down to it, it's just money, plain and simple. The point of money is to help you live your life. Think of it as the fuel for the things you want to do, the way you want to live, and the security you need.
To be true to you, we look at the wider context of your life by listening to you deliberately. The practical kindness of our planning process recognizes and accounts for the reality of your entire life. Our guidance means developing a plan that is based on an actual person – you – as you live your true life.
Using money well is, in many ways, the same as it has ever been. It takes intentionality, prudence, consistency, and a good plan. That's where we come alongside to help.
Planning Everywhere
The financial planner used to be the guy on the corner that everybody went to. With our extensive online tools you can find the exact same personal care but at a level way higher than what you're likely to get from the "guy on the corner."
Having honed our craft in person for decades in and around the financial centers of Boston MA, we now welcome potential clients to begin a conversation with us no matter where you may be in the U.S. With the latest online tools available us, we've perfected the art of being just as available and present to each one of you online as if we met in our office. It just saves you the drive.