Compass Rose Financial Planning

Compass Rose Financial Planning is an independent, fee-only financial planning firm committed to helping individuals in the Coachella Valley "Chart Your Financial Future." We provide personalized financial planning and investment management services to achieve your unique financial goals.

Our Philosophy

We believe in a collaborative approach to financial planning, focusing on understanding your unique financial situation and aspirations. We tailor a customized financial plan and investment strategy that aligns with your specific goals and risk tolerance. As an independent firm, we are not beholden to any specific products or services, allowing us to put your best interests first.

Financial Planning

• Comprehensive financial plan creation
• Goal setting and prioritization
• Asset allocation and investment management
• Estate planning and retirement planning
• Tax planning and insurance analysis

Investment Management

• Professional portfolio management
• Customized investment strategies
• Regular performance reviews and portfolio reassessment
• Open communication and transparency

Why Choose Compass Rose Financial Planning?

• Independent and Fiduciary: We are committed to serving your best interests and upholding the highest ethical standards.
• Personalized Attention: You work directly with experienced professionals who understand your unique needs and goals.
• Transparent Fee Structure: Our fees are clearly defined and based on the value we deliver, ensuring accountability and client satisfaction.

Our Commitment

At Compass Rose Financial Planning, we are dedicated to providing our clients with unparalleled personalized service, tailored financial solutions, and consistent communication throughout the process. We believe in building strong relationships and empowering you to achieve financial clarity and security.