Compass Financial

Account View    
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
  • Home
  • Services
    • Financial Planning
    • Wealth and Investments
    • Retirement Planning
    • Financial Checkup & 2nd Opinion
    • Insurance
    • Group Plans
  • Blog
  • Why Compass?
    • Our Philosophy
    • Our People
      • Kurt Pearson
      • Steve Conard
      • Michele Bjorkgren
      • Caleb Pearson
      • Guy Leman
      • Nancy Economos
      • Julie Greer
      • Jo Wanninger
      • Jason Parkin
      • Brieana Lee
  • Resources
    • Videos
      • Staff Videos
        • Retirement & The Real Bottom Line
        • Paying Off Debt & The Real Bottom Line
        • Planning for the Future & The Real Bottom Line
      • Compass on KCCI
    • Outside Resources
  • Life Cycles
    • Getting Married?
    • Family Stages
    • Divorce
    • Retirement
    • Financial Planning and Death
  • Events
    • Public Education Events
  • Contact us!

Financial Checkup: 7 Key Areas to Consider

Financial Checkup: 7 Key Areas to Consider

You typically see your doctor once a year to check on your body’s health and well-being. So why don’t you do the same thing with your financial health? An annual financial checkup can help determine if you’re on the right track to reach your goals. Consider these seven key areas. Your budget. You may be making monthly budgets and tracking your spending, but now is the time to look at the big … [Read more...]

Filed Under: Budgeting, Decision Making, Financial Advice, Financial advisor/professional, Insurance, Lifestyle, Retirement, Saving for life events Tagged With: advice, budget, budgeting, Compass Financial Services, finances, financial advice, financial planning, goals, insurance, investing, life, money, planning, retirement

Setting Your Money Intentions for the New Year

Setting Your Money Intentions for the New Year

Drop 10 pounds in the New Year! How to be happier in 2019! Declutter your house and your life! You’ve probably seen these headlines on social media, in the checkout lane at the grocery store or on TV—those New Year’s resolutions, all encouraging you to be a better, healthier, happier version of yourself starting on January 1st. Have you ever kept a single New Year’s resolution? Many of us … [Read more...]

Filed Under: Budgeting, Decision Making, Financial Advice, Lifestyle, Saving for life events Tagged With: lifestyle, new year, resolutions, saving, savings

The Value of a Dollar Spent

The Value of a Dollar Spent

I was recently at a store with my three-year-old son and I told him going in that he could pick out one item. He wanted something that was Iowa Hawkeye-related (proud Dad moment). As we were browsing the toy section, he found a Lego set that was in the shape of a football helmet with the tigerhawk logo on the side. I looked at the price, and it was $25. I was not going to spend $25 on a Lego set … [Read more...]

Filed Under: Budgeting, Decision Making, Financial Advice, Financial advisor/professional, Home, Lifestyle

7 Ways to Save During Your Child’s First Few Years

7 Ways to Save During Your Child’s First Few Years

Your bundle of joy has arrived! You are settling into a new routine with your newly expanded family. The first few months can be hazy with round-the-clock feedings, and sleep-deprived parents can blow their budgets on things they think they need to have. So, let’s talk about ways to save money during those first years of life. Baby Clothes The cute onesies, the sweet sweaters and the sassy … [Read more...]

Filed Under: Budgeting, Decision Making, Financial Advice, Financial advisor/professional, Saving for life events

BUDGETING FOR YOUR NEW BABY: 6 WAYS TO SAVE

BUDGETING FOR YOUR NEW BABY: 6 WAYS TO SAVE

It’s some of the best news you’ll ever receive: You’re expecting! A new baby will be joining your family. It’s such an exciting time preparing for the new arrival with cute outfits, baby gear, and nursery decorations. But before you start spending, take some time to plan ahead and think about how the little one will impact your budget. Consider your out-of-pocket hospital costs. If you are … [Read more...]

Filed Under: Budgeting, Decision Making, Financial Advice, Home, Saving for life events Tagged With: baby, compass, Compass Financial Services, family, finances, financial planning, life events, new baby, planning, pregnancy

5 Ways to Save for the Holidays

5 Ways to Save for the Holidays

Wait, did you read that correctly? School just started, but we’re going to talk about Christmas? We sure are! Turns out, a few months prior to holiday craziness—cue, right now—is the perfect time to talk about Christmas and how you’re going to pay for it. Make this the year you don’t stress over holiday spending. Instead, get back to the joy of gift-giving with these five simple steps. Set … [Read more...]

Filed Under: Budgeting, Decision Making, Financial Advice, Home, Saving for life events Tagged With: budget, budgeting, holiday spending, saving, spending

Getting Your Budget Back on Track

Getting Your Budget Back on Track

For a lot of people, summertime is a time when budgets are often ignored. If you are anything like me, you might have found yourself splurging on trips, patio drinks, baseball games, date nights, and golf outings. You may have built up some credit card debt or have seen your cash reserves dwindle over the summer—it happens! You are not alone. How about we spend the next few months replenishing … [Read more...]

Filed Under: Budgeting, Decision Making, Financial Advice, Financial advisor/professional Tagged With: advice, budget, Compass Financial Services, debt, dream, family, finances, financial advice, goals, income, life, money, planning, prepared, retirement, saving, savings, time

Search

Tools and Resources

6 Easy Steps to Financial Planning Process Report

10 Questions to Ask Financial Planner Report

Planning Engagement Checklist Report

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial planning offered through Compass Financial Services, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states:
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA, WI, WY

For more information about LPL Financial, visit www.lpl.com.

Compass Financial Services · 4801 Westown Pkwy · West Des Moines, IA 50266 · 515-327-1020 · Open 8 – 5 pm M-F.

© Copyright 2019 Compass Financial Services • Privacy Policy • Disclaimer