WILL YOUR TAX BILL BE TOO BIG?

Around here, we believe surprises should be left for birthdays.

Take 30 seconds to calculate your complete tax burden using our FREE tool. Find out your total tax bill today so you don't overpay the IRS tomorrow.

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Where to Spend a Memorable Month Abroad Comfortably

It's possible to live abroad on a reasonable budget - let us help you find a way to make this experience work for your family

How to be a Financially Fit Father

Here is a helpful guide for fathers on creating and maintaining a solid financial plan to secure your family’s future.

Exciting 529 Plan News

The 529 plan gives you a tax-advantaged way to save for educational expenses from kindergarten all the way to graduate school.

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The personal touch with global reach.

Compass Financial is a boutique wealth solutions firm based in Charleston, SC with a strategic focus on creating tax efficient retirements.

Owned and operated by Karen Stawicki and her daughter Samantha Irish, Compass Financial helps clients around the world understand what they need to achieve their unique financial goals, stay aligned with their distinct course, and ultimately accomplish their retirement goals.

Comprised of independent financial professionals, Compass Financial sets a new standard for client care with high-touch concierge service, a signature approach, combined 50+ years of experience, and dedication to empowering you to help maximize your financial potential.

Beginning with the end in mind, we are committed to your financial confidence and motivated to help you make the most of your hard-earned money.

Let Compass Financial help you navigate your wealth.

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