Real-life Money Planning, Everywhere.
Fully Online, Deeply Human, True Fee-Only Financial Planning.
Many people know how to make money and some know how to save, but the whole concept of money management and investing throughout life’s transitions often remains a skills gap.
We’re here to help you.
Who we are for:
Anyone who wants to think differently about money.
At Compass Planning we believe that sound financial planning is for everyone at every stage of life.
Financial planning isn't only for when you reach some threshold of wealth, it’s needed at every stage of life and especially at those big moments of transition, at life’s inflection points, and when big changes loom.
If you are somebody who wants to take a more intentional approach to your financial life, we are here to help you find the roadmap and take the reins in hand.
True Fee-only
A very different approach to financial planning.
An hour's work for an hour's pay, makes sense doesn't it? Our fees are based on the value of what we offer, not a percentage of what you have.
Learn more about our radically straightforward way of doing financial planning.
We exist to be True
To be true is to stick to what's real: the real shape of your life, your real needs, hopes, dreams, and possibilities.
To do this we first get to know you, truly.
Then we can be a guide, a compass. We have the experience and knowledge of the financial landscape needed to put your feet on the path that will take you where you're hoping to go.
This is your journey. Compass Planning can be your true guide.
Our endeavor together.
You're approaching a trail junction of life, afraid you might do something foolish, unsure of your next steps. Looking up, you see a smiling face, well-worn boots, a map, and a compass in hand. You take a sigh of relief, 'someone can help me get there.' Obviously, your guide is not going to pick you up and put you in their pack, you got yourself this far, but they are happy to come alongside, hear where you're trying to head, and put you on the right path. Amazingly, they start walking with you, and every few miles, give encouragement and wisdom for the upcoming sections of the trail.