Navigate a Path to True Wealth
Financial Guidance and Education to Empower Your Financial Journey
Let’s Work Together
Want to learn more about what we can do for you?
Tailored Strategies for True Prosperity
At Compass, we’re dedicated to empowering individuals and families through personalized financial planning. We emphasize education, strategy, and a collaborative partnership with each client. Our goal is to establish a supportive partnership with you, providing guidance at every step of your financial journey. Guided by principles of collaboration, transparency, and a holistic approach, we create strategies that reflect your unique goals, bringing success across all aspects of life.
What is True Wealth?
We believe wealth is so much more than money. Our definition for wealth includes four pillars: financial health, physical health, relationship health and mental health. While our services focus primarily on the financial dimension, we coach our clients to use money as a means to build these other dimensions and to focus their values and goals more holistically. We also believe “financial freedom” is achieved not only by accumulating money but also by reducing one’s dependence upon money.
Our Services
We provide a wide range of wealth management services to help you preserve and grow your assets. Our focus is on creating a personalized plan tailored to your specific needs for all stages of life. We view your financial planning as a dynamic, long-term strategy, similar to a business plan that evolves with your changing needs.
Cash Flow Management
Optimize your cash flow with personalized strategies for effective budgeting, reduced expenses, and mastery of your cash flow.
Debt Management
Alleviate financial stress with tailored debt management solutions, including debt consolidation, reduction, and optimization.
Investment Optimization
Align your investments with your financial goals and optimize returns while staying within your risk tolerance.
Tax Planning
Optimize taxes in cash flow, debt, investment gains/losses, and use of tax-advantaged accounts like 401k’s, IRA’s, and Roth IRA’s.
Retirement Planning
Secure a brighter future with strategies for lasting stability, empowering confident and peaceful retirement living.
Financial Coaching & Education
Gain control of your money mindset and/or receive education on any of the aforementioned subjects.
Our Team
At Compass, we are committed to helping you achieve financial success. Our personalized services ensure that we tailor our strategy to meet your unique goals. With in-depth market insights and extensive experience, we provide advice and actionable plans that are customized to your needs.
Britt Kolesar, CFP®, CAP, MBA
Co-Founder
Comprehensive Financial Planning
Matt Stoltzfus, MBA
Co-Founder
Market Analysis, Business Operations
Free Discovery Call
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Contact Us
Reach out to us today for personalized financial guidance.