About You

At Compass Wealth Strategies, we believe no two client’s personal/financial circumstances and lifestyle goals are the same, especially taking into account the challenges that different stages of life present. The role of Financial planning in a client’s stage of life is to develop strategies to help them manage their financial circumstances so they can protect and build wealth, enjoy life and achieve financial security.

Depending on the client’s stage of life, different weightings are given to financial planning advice areas.

Our style of financial planning focuses on a lifetime relationship with our clients, which starts with helping you to define your goals, develop a game plan to achieve them, track your progress along the way, and recommend changes where needed.

Which stage of life are you at?

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Young to Mid Life

You are in your 20s to 40s, establishing and building your career, getting married and/or starting a family.

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Mid Life

You are living a comfortable lifestyle and thinking about accumulating assets for your future retirement.

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Pre-retirement

This is the preparing for retirement stage of life. You are in your 50s to 60s and want to stop working soon.

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Retirement

You have made it. You now have the time to travel, enjoy your family and prepare for transferring your wealth.

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