Finding Your Fit

Keys to a Successful Relationship: What You Can Expect

We engage in panoramic wealth management in the context of a long-term partnership with you through our proprietary process, the Compass Wealth FORMula™. To maintain a successful working relationship, one where we can help you pursue your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.

We Will Always:

• Strive to acquire and maintain a thorough understanding of your financial goals.

• Update your current financial information on a regular basis.

• Carefully assess and monitor your investment risk and time-frame.

• Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.

• Update you as and when appropriate by email, mail and phone.

• Meet with you regularly to review your Personal Financial Organizer (PFO).

• Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.

• Treat you with utmost respect and professionalism.