Financial Compass specializes in the long range planning and investment needs of near/early retirees who wish to delegate their investment management to a seasoned, fiduciary partner. Clients with assets in the $1-5MM range will find an excellent value here.  

I specialize in providing professional investment management and planning services as a Fee-Only, Certified Financial Planner® to those seeking fulfilling, transparent investment management services. Let me do the heavy lifting in your financial life, so you can focus on living your BEST life.

THE FIDUCIARY DIFFERENCE

I am a fiduciary, and that means the client should always come first. And while lots of financial firms talk that talk, as an independent, fee-only advisor, I actually walk the walk.

Independent, Fee-Only - As an independent advisor, I answer to my clients... and as a fee-only advisor, I have zero incentive to recommend securities or solutions that do not meet your needs.

THE FOCUS

Let's make a plan and be confident in what you need to be secure and live the life you want to in retirement. A strong, goal based financial plan is the backbone of any investment strategy. I strive to bring you clarity and confidence.

Investments - Structuring your portfolio is a key to turning your most important financial goals to reality.

Managing Risk - Know where your money is coming from equals peace of mind in uncertain times.

  OUR CLIENTS

Financial Compass creates warm, honest, long-term relationships with clients. We connect your life plans to your money, and always put your needs first.

 NEAR OR IN RETIREMENT

Planning for income and long term growth are paramount to the success of a plan. Building a spending plan and structuring the portfolio to fulfill it are the primary concerns here. To do this, we must understand what your needs are, and monitor them to make sure your investement strategy stays connected with your financial plan. For those who no longer have a "paycheck", it is crucial that we do a few things. 1) Build a safety net independent of stock market gyrations and 2) Keep up with inflation.

WOMEN

As a mother, wife, ex-wife, sister, daughter, granddaughter, aunt, niece, colleague, and friend, I have experienced firsthand, and I make it my job to understand, issues that affect women disproportionately such as widowhood, outliving assets, needing assisted living, being a caregiver, the dreaded “bag lady” fear… and don’t forget the “have it all” myth. And divorce, of course, because while it does not affect women disproportionately, it typically has a disproportionate impact on a woman’s financial well being. As a result, I find clients who may have had trouble connecting with their advisor in the past feel more comfortable knowing I "get it".

 WHAT ABOUT MEN?

Most of my clients are married couples. And some of my favorite clients are men! One common thread … they may be a bit older than their spouse, and they want an advisor their spouse is comfortable with.