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OUR PROCESS

HOME // OUR PROCESS

How would you feel if you were lost at sea without a compass to help navigate you to safety? Serving in the US Navy proved to me that in order to bring a massive ship to its proper destination, the right navigational tools and skills are essential. Being off by even one degree on your compass could land you miles away from where you intended to be.

When it comes to financial matters and planning for retirement, we realize that staying on course is essential. Helping you navigate a course specific to your retirement is priority one at Compass Financial Group.

We believe that your retirement strategy should be as individual as you are. Through our consistent multi-step process we can discover the attributes that are unique to your situation and apply the navigational tools and skills to help you successfully reach your desired retirement destination.



Discovery 


Our first appointment will be a no-obligation opportunity for us to get to know each other better.  During this fact-finding stage, we will ask a series of questions in order to find out more about your current financial situation and your goals for the future. If you are a federal employee, we also provide an overview of your Federal Benefits along with general financial planning and retirement concepts that may be incorporated as part of our recommendations.


Review Your Federal Report & Begin a Customized Financial Strategy

Reviewing your personalized Federal Report is essential in the understanding the benefits you are entitled to and utilizing those to enhance your retirement. We will also discuss areas that could be enhanced from the private sector, which could enable you to receive the best of both worlds. These recommendations will be customized to your specific situation and goals. We will take as much time as needed for you to fully understand and ask as many questions as you may have. Once we have made the decision to proceed with the recommended strategy we will begin implementation. We will be with you through every step of the implementation phase to ensure that:

1) We answer all your questions & concerns.

2) Keep you up-to-date on the progress.


Maintenance

Quarterly, semi-annual or annual financial reviews are part of the quality and service commitment to provide ongoing, proactive financial oversight for you. Your needs can change over time and by scheduling regular reviews we can better anticipate any needs before they happen. We also host regular financial and educational workshops, which you are invited to attend during the years as an opportunity for a financial refresher, as well as an information exchange.


Legacy and Advanced Beneficiary Planning

As your wealth accumulates we can assist with creating your legacy. This step will assist with the secure transfer of assets to your spouse, other family members or charitable bequests that are in accordance with your wishes, and also the eventual creation of a living legacy.


Compass Financial Groups’ commitment to our clients is built on the cornerstones of TRUST, EXPERIENCE, KNOWLEDGE and INNOVATION.


Please note that Compass Financial Group and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.