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!

“There is no exercise better for the heart than reaching down and lifting people up.” ~ John Holmes

Compass Staff Video: Channeling Your Inner Planner

 

Transcript of video:

I’m a planner. I struggle to act on a whim and be impulsive. It’s just who I am. So ironically, here I am in my mid-forties in a career as a financial planner. I help other people plan for their future.  

Did you know most people take more time to plan a two week vacation, than they do their retirement?

My experience has shown me there are so many things we can plan for, and things work out. But lately, I have found myself surrounded by friends and loved ones in the middle of painful trials….life events they never saw coming. At some point all of us will be faced with something, that alters our original plan…

The time to create a financial plan is when life is routine, not during a time of crisis. So, what is your plan?

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