Compass Rose Financial Planning & Investment Management

Compass Rose Financial Planning, LLC is a Registered Investment Adviser (RIA) that operates as a fee-only fiduciary. This means the firm is compensated solely by its clients and is legally obligated to act in their best interests. The company offers holistic financial planning and investment management services, focusing on helping clients at various life stages to align their financial decisions with their personal values and goals. Their process involves understanding a client's complete financial picture to build a tailored plan covering areas like retirement, investments, and cash flow management.