We each have a unique journey in life that may include critical financial events like health issues, the loss of a job, receiving an inheritance, the loss of a spouse, buying or selling a business, etc. For most of us, these events are random or unexpected, leaving us to react to the event(s), often with less than optimal results.
Sometimes we need to recalibrate our financial affairs and refocus on getting back on course.
The Compass Private Wealth team helps prepare clients for critical financial events, encouraging our clients to look ahead and think through possible options in order to determine the optimal path forward for them. We continually recalibrate clients’ financial lives, preparing them for the way forward by assisting them to pre-plan for these financial events.