GenX
It's never too late to begin saving and planning for retirement, no matter what you envision retirement to be.
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Leslie T. Beck
Principal
CFP®, MBA
Compass Wealth Management LLC
My Approach
Our commitment is to help our clients make informed decisions about their money, and to help them manage their resources so that they may achieve what is truly important in their lives. Together we help you find answers to your questions, then identify and select appropriate paths and effective solutions based on your core values – what is important to you. We pledge to listen attentively and act in the best interest of our clients. Our purpose is to help our clients bridge the gap between where they are and where they want to be.
The Clients I Serve
Pre-Retiree
If you don't know where you're going, you can't tell how close you are to your destination. A financial plan can help.
Retirees or Seniors
You've saved enough for retirement. But now what? What does retirement mean to you? How is spending different than saving? We can help.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement that may last longer than our working years requires special planning. Outliving savings becomes a real possibility.
End of Life and Legacy Planning
Most people at the end of life don't regret not working enough. They regret not making more meaningful connections. It's never too late.
Retirement Planning
Retirement is a new life chapter, full of blank pages. We can help you make sure those blank pages are filled with meaning.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We focus on your life. Our approach is to build a trusting relationship where we first help you identify what is truly important to you. Together we then help you make financial decisions that embrace and nurture those values and their financial requirements. Our purpose is to help you connect your money, your values, and your life, while making things simpler, not more complicated.
Disclosures
Advisory services offered through Strategic Blueprint, LLC and Compass Wealth Management LLC. Financial planning offered by Compass Wealth Management LLC. Compass Wealth Management LLC is otherwise unaffiliated with Strategic Blueprint, LLC. Supervising office: 678-954-4130.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.