Estate Plan + Financial Coaching
Investment: $2,500 | 4 (1:1) sessions, attorney-drafted estate plan + personal financial plan
Do you have an embossed folder from a finance meeting you had with an advisor (what’s his name again…?) years ago collecting dust on a shelf somewhere? Lean in and listen up, because this one is for you.
Change is constant and you deserve a financial strategy that’s designed to grow with you along with understanding the why + how behind your plan - accounting for the inevitable fluidity and fluctuations along the way.
Here’s where we come in. With our Estate Plan + Full Financial Coaching package we carefully combine financial fundamentals and estate planning essentials with knowledge, convenience and, above all, empowerment. In collaboration with Legacy Lock, we are able to include attorney-drafted estate planning documentation and delivery ($2,500+ value) at a fraction of the cost.
Whether you’re just getting started with the wide world of wealth management or are winding down for retirement, cover your estate basis, get a custom financial review + analysis to meet you where you are, and walk away armed knowing how to take on the next all while enjoying our signature experience and personalized approach.
PACKAGE + PROCESS
-
Starting with discovery, you’ll tell us about yourself and your finances so we are both up to speed going into our first consultation.
-
First 60-minute, 1:1 virtual consultation with your Compass Financial Advisor - here we will do a complete review of your finances to include Qualified & Non Qualified portfolios, Asset Protection Analysis, and RCA (Roth Conversation Alternative).
-
Second 60-minute, 1:1 virtual session with your Compass Financial Advisor - here we will do a Tax Burden Analysis to determine your total taxable significance in retirement.
-
Third 60-minute, 1:1 virtual session with your Compass Financial Advisor - here we will make introductions to your dedicated Legacy Lock representative and initiate the process for compiling your personalized Trust Package to include power of attorney, living will, and more.
-
Fourth 60-minute, 1:1 virtual session with your Compass Financial Advisor - here we will do a final, comprehensive review of your estate, tax analysis and personal financial strategy along with delivering your custom plans and detailed recommendations for next steps.
Ready for a financial foundation designed to meet you where you are today and set you up for success tomorrow?
Insurance 101
Investment: $250 | 2 (1:1) sessions + personalized recommendations
You likely know of life insurance and may even appreciate the importance, but...where to start, how much do you need and how to make the best choice for you is leading to analysis paralysis.
We get it and want to help demystify this awesomely beneficial financial tool. Beginning with breaking down Term + Permanent Life insurance, Compass Financial will help you understand your options and navigate your next insurance move.
PACKAGE + PROCESS
-
Starting with discovery, you’ll tell us about yourself and your finances so we are both up to speed going into our first consultation.
-
First 60-minute, 1:1 virtual consultation with your Compass Financial Advisor - here we will walk through Life Insurance 101 focusing on how it may be leveraged during your lifetime and to care for loved ones after your death.
-
Second 60-minute, 1:1 virtual consultation with your Compass Financial Advisor - here we will take your new-found knowledge and apply it with personalized recommendations on how to work life insurance into your financial portfolio.
Exit Strategy
Investment: $500 | 2 (1:1) sessions + personalized recommendations
As a business owner and entrepreneur, you are only as good as your exit strategy. Shots fired? Try hard truth. Whether you’re relying on your business to pay the light bill or see it as your golden ticket, knowing how you’ll get out is just as important as why you got in.
Whether you’ve just signed on the line for your LLC or have been building your budding empire for years now, it is mission critical to your wealth management strategy to know when and how you plan to take your leave. Not only will it be the light at the end of tomorrow’s tunnel, but your exit strategy will also serve as the North Star guiding the business decisions you must make today.
Don’t get stuck on an island - let Compass Financial be your financial lifeline.
PACKAGE + PROCESS
-
Starting with discovery, we’ll ask some key questions and prompt you to tell us about yourself, your business and the finances in between so we are both up to speed going into our first consultation.
-
First 60-minute, 1:1 virtual consultation with your Compass Financial Advisor - here we will walk through your responses, while talking through all exit strategy options available to you based on the age/scalability of your venture.
-
Second 60-minute, 1:1 virtual consultation with your Compass Financial Advisor - here we will land on your personal exit strategy, define success and outline your immediate (within 1-3 years) and long term (5+ years) moves to make it all happen.