Compass Rose Financial Planning is an independent, fee-only financial planning firm, providing financial planning and investment management services on a percent of Assets Under Management Fee. Our approach to Financial Planning focuses on you and understanding your unique set of financial objectives.
We then fashion a customized comprehensive financial plan and investment management strategy tailored to helping you achieve your specific goals. As independent fee-only financial planners, we are not committed to any investment product or service and work exclusively for the benefit of our clients.
We then fashion a customized comprehensive financial plan and investment management strategy tailored to helping you achieve your specific goals. As independent fee-only financial planners, we are not committed to any investment product or service and work exclusively for the benefit of our clients.
Services
As an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies and online discount brokers are all vying for your business. As an independent firm we choose financial products that are best for you-unbiased by the demands and sales quotas that could be imposed by a corporate parent.
Our approach to financial planning focuses on you and fully understanding your unique set of financial objectives; then fashioning a customized comprehensive plan and investment management strategy, tailored to helping you achieve your specific financial goals. We work in an objective, customized, and creative manner to provide smart solutions to satisfy real life financial needs.
You and your advisor review important documents such as bank statements, tax returns, insurance policies and retirement plans. You and your advisor discuss your goals, worries and dreams to develop a clear vision of your financial future. Analyzing the Client's Current Course of Action and Potential Alternative Course of Action.
Compass Rose Financial Planning and Investment Management strives to provide an outstanding long-term investment portfolio and a best-in-class asset allocation strategy based on Modern Portfolio Theory (MPT). This strategy utilizes investment analysis, portfolio design, and portfolio performance evaluation.
Note: There are an estimated 250,000 people calling themselves financial planners; yet only 56,500 have earned the Certified Financial Planner designation. However, Fee-Only financial planners are still a rare breed, with FEWER than 1,500 NAPFA-Registered Fee-Only financial planners practicing nationwide.
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