Our Process
Compass Rose Financial Planning
 
Financial Planning

Developing a sound Financial Plan involves six easy steps that we will work on together.

The first three steps are “Defining Your Dreams”

1. Determine your current financial situation; Identify/Prioritize Objectives, and then we can help you;
2. Gather Information to develop your financial goals;
3. Analyze Information & identify alternative courses of action;

The next two steps are “Developing Your Plan”

4. Evaluate alternatives and Develop Your Personal Financial Plan;
5. Take Action to implement your Personal Financial Plan;

And finally “Tracking Your Progress”

6. Periodically Review Your Progress to track and revise your Financial Plan.

Tracking Your Progress
Developing Your Plan
Defining Yor Dreams
 
Call or write us today. We look forward to working with you.
Phone:
760-322-5200 | Email: Info@compassrosefp.com
Compass Rose Financial Planning,
333 N Palm Canyon Dr, Ste 112-A, Palm Springs, CA 92262   
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